Envestnet Portfolio Solutions’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
$10.6M Sell
27,185
-52
-0.2% -$20.2K 0.04% 218
2025
Q1
$11.8M Sell
27,237
-1,093
-4% -$475K 0.05% 201
2024
Q4
$10.5M Sell
28,330
-2,264
-7% -$835K 0.03% 237
2024
Q3
$15.9M Sell
30,594
-762
-2% -$396K 0.05% 178
2024
Q2
$17M Buy
31,356
+67
+0.2% +$36.3K 0.06% 164
2024
Q1
$16.2M Buy
31,289
+3,524
+13% +$1.83M 0.06% 163
2023
Q4
$13.1M Buy
27,765
+8,079
+41% +$3.81M 0.05% 175
2023
Q3
$8.57M Buy
+19,686
New +$8.57M 0.04% 208