Detalus Advisors’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 | $659K | Hold |
1,695
| – | – | 0.19% | 68 |
|
|
2025
Q1 | $737K | Hold |
1,695
| – | – | 0.23% | 61 |
|
|
2024
Q4 | $625K | Sell |
1,695
-112
| -6% | -$41.3K | 0.21% | 66 |
|
|
2024
Q3 | $940K | Hold |
1,807
| – | – | 0.31% | 44 |
|
|
2024
Q2 | $979K | Buy |
1,807
+154
| +9% | +$83.4K | 0.34% | 45 |
|
|
2024
Q1 | $857K | Hold |
1,653
| – | – | 0.31% | 46 |
|
|
2023
Q4 | $780K | Buy |
1,653
+36
| +2% | +$17K | 0.31% | 49 |
|
|
2023
Q3 | $704K | Buy |
1,617
+4
| +0.2% | +$1.74K | 0.33% | 56 |
|
|
2023
Q2 | $717K | Buy |
1,613
+45
| +3% | +$20K | 0.32% | 54 |
|
|
2023
Q1 | $721K | Buy |
+1,568
| New | +$721K | 0.34% | 54 |
|