Doyle Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $537K | Buy |
1,182
+61
| +5% | +$27.7K | 0.05% | 128 |
|
|
2022
Q2 | $541K | Sell |
1,121
-1
| -0.1% | -$483 | 0.04% | 131 |
|
|
2022
Q1 | $551K | Buy |
1,122
+2
| +0.2% | +$982 | 0.04% | 148 |
|
|
2021
Q4 | $519K | Hold |
1,120
| – | – | 0.04% | 140 |
|
|
2021
Q3 | $417K | Buy |
1,120
+1
| +0.1% | +$372 | 0.03% | 151 |
|
|
2021
Q2 | $427K | Buy |
1,119
+1
| +0.1% | +$382 | 0.04% | 152 |
|
|
2021
Q1 | $401K | Buy |
1,118
+485
| +77% | +$174K | 0.04% | 155 |
|
|
2020
Q4 | $203K | Buy |
+633
| New | +$203K | 0.02% | 206 |
|
|
2020
Q1 | – | Sell |
-671
| Closed | -$203K | – | 193 |
|
|
2019
Q4 | $203K | Buy |
+671
| New | +$203K | 0.03% | 205 |
|
|
2019
Q3 | – | Sell |
-670
| Closed | -$189K | – | 349 |
|
|
2019
Q2 | $189K | Buy |
+670
| New | +$189K | 0.03% | 196 |
|
|
2019
Q1 | – | Sell |
-666
| Closed | -$175K | – | 335 |
|
|
2018
Q4 | $175K | Buy |
+666
| New | +$175K | 0.03% | 188 |
|