Deseret Mutual Benefit Administrators’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
559
| – | – | 0.1% | 128 |
|
|
2025
Q1 | $243K | Buy |
559
+70
| +14% | +$30.4K | 0.12% | 108 |
|
|
2024
Q4 | $180K | Buy |
489
+41
| +9% | +$15.1K | 0.09% | 139 |
|
|
2024
Q3 | $233K | Buy |
448
+17
| +4% | +$8.84K | 0.12% | 115 |
|
|
2024
Q2 | $234K | Hold |
431
| – | – | 0.11% | 113 |
|
|
2024
Q1 | $223K | Buy |
431
+14
| +3% | +$7.26K | 0.11% | 118 |
|
|
2023
Q4 | $197K | Sell |
417
-97
| -19% | -$45.7K | 0.11% | 108 |
|
|
2023
Q3 | $224K | Sell |
514
-52
| -9% | -$22.6K | 0.11% | 114 |
|
|
2023
Q2 | $251K | Hold |
566
| – | – | 0.1% | 112 |
|
|
2023
Q1 | $260K | Sell |
566
-2
| -0.4% | -$920 | 0.1% | 108 |
|
|
2022
Q4 | $291K | Sell |
568
-495
| -47% | -$254K | 0.12% | 100 |
|
|
2022
Q3 | $483K | Sell |
1,063
-322
| -23% | -$146K | 0.14% | 95 |
|
|
2022
Q2 | $668K | Sell |
1,385
-35
| -2% | -$16.9K | 0.15% | 87 |
|
|
2022
Q1 | $698K | Sell |
1,420
-323
| -19% | -$159K | 0.14% | 99 |
|
|
2021
Q4 | $808K | Sell |
1,743
-31
| -2% | -$14.4K | 0.14% | 106 |
|
|
2021
Q3 | $661K | Sell |
1,774
-531
| -23% | -$198K | 0.12% | 113 |
|
|
2021
Q2 | $880K | Buy |
+2,305
| New | +$880K | 0.21% | 46 |
|