Evergreen Capital Management’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 | $428K | Sell |
1,101
-117
| -10% | -$45.5K | 0.01% | 628 |
|
|
2025
Q1 | $530K | Buy |
1,218
+333
| +38% | +$145K | 0.02% | 485 |
|
|
2024
Q4 | $326K | Sell |
885
-15,293
| -95% | -$5.64M | 0.01% | 689 |
|
|
2024
Q3 | $8.41M | Buy |
16,178
+14,812
| +1,084% | +$7.7M | 0.28% | 100 |
|
|
2024
Q2 | $740K | Buy |
1,366
+194
| +17% | +$105K | 0.03% | 362 |
|
|
2024
Q1 | $608K | Buy |
1,172
+62
| +6% | +$32.2K | 0.02% | 398 |
|
|
2023
Q4 | $523K | Buy |
1,110
+88
| +9% | +$41.5K | 0.02% | 413 |
|
|
2023
Q3 | $445K | Buy |
1,022
+12
| +1% | +$5.23K | 0.02% | 423 |
|
|
2023
Q2 | $449K | Buy |
1,010
+267
| +36% | +$119K | 0.02% | 418 |
|
|
2023
Q1 | $342K | Sell |
743
-208
| -22% | -$95.6K | 0.02% | 472 |
|
|
2022
Q4 | $488K | Buy |
951
+221
| +30% | +$113K | 0.02% | 376 |
|
|
2022
Q3 | $332K | Sell |
730
-221
| -23% | -$101K | 0.02% | 423 |
|
|
2022
Q2 | $459K | Buy |
951
+150
| +19% | +$72.4K | 0.02% | 351 |
|
|
2022
Q1 | $393K | Buy |
801
+182
| +29% | +$89.3K | 0.02% | 419 |
|
|
2021
Q4 | $287K | Buy |
619
+17
| +3% | +$7.88K | 0.01% | 490 |
|
|
2021
Q3 | $224K | Buy |
602
+2
| +0.3% | +$744 | 0.01% | 516 |
|
|
2021
Q2 | $229K | Sell |
600
-35
| -6% | -$13.4K | 0.01% | 475 |
|
|
2021
Q1 | $228K | Buy |
+635
| New | +$228K | 0.01% | 454 |
|
|
2020
Q1 | – | Sell |
-1,302
| Closed | -$393K | – | 411 |
|
|
2019
Q4 | $393K | Buy |
+1,302
| New | +$393K | 0.03% | 292 |
|
|
2019
Q3 | – | Sell |
-721
| Closed | -$203K | – | 434 |
|
|
2019
Q2 | $203K | Buy |
+721
| New | +$203K | 0.02% | 393 |
|