EF
Empirical Finance’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
9,509
-929
| -9% | -$361K | 0.19% | 105 |
|
|
2025
Q1 | $4.54M | Buy |
10,438
+138
| +1% | +$60K | 0.27% | 80 |
|
|
2024
Q4 | $3.8M | Buy |
10,300
+973
| +10% | +$359K | 0.22% | 86 |
|
|
2024
Q3 | $4.85M | Buy |
9,327
+180
| +2% | +$93.6K | 0.28% | 71 |
|
|
2024
Q2 | $4.96M | Buy |
9,147
+526
| +6% | +$285K | 0.31% | 63 |
|
|
2024
Q1 | $4.47M | Buy |
8,621
+285
| +3% | +$148K | 0.27% | 78 |
|
|
2023
Q4 | $3.93M | Buy |
8,336
+28
| +0.3% | +$13.2K | 0.27% | 78 |
|
|
2023
Q3 | $3.62M | Buy |
8,308
+736
| +10% | +$320K | 0.27% | 81 |
|
|
2023
Q2 | $3.36M | Buy |
7,572
+817
| +12% | +$363K | 0.26% | 82 |
|
|
2023
Q1 | $3.11M | Buy |
6,755
+305
| +5% | +$140K | 0.29% | 74 |
|
|
2022
Q4 | $3.31M | Buy |
6,450
+491
| +8% | +$252K | 0.34% | 64 |
|
|
2022
Q3 | $2.71M | Buy |
5,959
+963
| +19% | +$437K | 0.32% | 62 |
|
|
2022
Q2 | $2.41M | Sell |
4,996
-1,040
| -17% | -$502K | 0.31% | 66 |
|
|
2022
Q1 | $2.97M | Buy |
6,036
+500
| +9% | +$246K | 0.33% | 59 |
|
|
2021
Q4 | $2.57M | Sell |
5,536
-10
| -0.2% | -$4.64K | 0.3% | 62 |
|
|
2021
Q3 | $2.07M | Sell |
5,546
-1,951
| -26% | -$727K | 0.31% | 58 |
|
|
2021
Q2 | $2.86M | Sell |
7,497
-4,467
| -37% | -$1.71M | 0.47% | 35 |
|
|
2021
Q1 | $3.84M | Hold |
11,964
| – | – | 0.68% | 22 |
|
|
2020
Q4 | $3.84M | Buy |
11,964
+449
| +4% | +$144K | 0.68% | 22 |
|
|
2020
Q3 | $3.09M | Buy |
11,515
+63
| +0.6% | +$16.9K | 0.66% | 23 |
|
|
2020
Q2 | $3.01M | Buy |
11,452
+489
| +4% | +$129K | 0.77% | 17 |
|
|
2020
Q1 | $2.49M | Buy |
10,963
+5,693
| +108% | +$1.29M | 0.77% | 16 |
|
|
2019
Q4 | $1.59M | Sell |
5,270
-768
| -13% | -$232K | 0.39% | 46 |
|
|
2019
Q3 | $1.45M | Buy |
+6,038
| New | +$1.45M | 0.4% | 42 |
|
|
2018
Q3 | – | Sell |
-6,435
| Closed | -$1.53M | – | 158 |
|
|
2018
Q2 | $1.53M | Buy |
+6,435
| New | +$1.53M | 0.39% | 50 |
|
|
2018
Q1 | – | Sell |
-5,987
| Closed | -$1.35M | – | 172 |
|
|
2017
Q4 | $1.35M | Sell |
5,987
-280
| -4% | -$63K | 0.44% | 60 |
|
|
2017
Q3 | $1.19M | Buy |
+6,267
| New | +$1.19M | 0.41% | 69 |
|
|
2017
Q1 | – | Sell |
-124
| Closed | -$18K | – | 233 |
|
|
2016
Q4 | $18K | Buy |
+124
| New | +$18K | 0.01% | 210 |
|