Everhart Financial Group’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 | $495K | Buy |
1,273
+82
| +7% | +$31.9K | 0.06% | 222 |
|
|
2025
Q1 | $518K | Buy |
+1,191
| New | +$518K | 0.07% | 201 |
|
|
2024
Q4 | – | Sell |
-1,384
| Closed | -$720K | – | 318 |
|
|
2024
Q3 | $720K | Buy |
1,384
+94
| +7% | +$48.9K | 0.16% | 145 |
|
|
2024
Q2 | $699K | Buy |
1,290
+171
| +15% | +$92.7K | 0.18% | 119 |
|
|
2024
Q1 | $580K | Buy |
1,119
+171
| +18% | +$88.7K | 0.17% | 126 |
|
|
2023
Q4 | $447K | Buy |
948
+34
| +4% | +$16K | 0.16% | 128 |
|
|
2023
Q3 | $398K | Sell |
914
-27
| -3% | -$11.8K | 0.17% | 115 |
|
|
2023
Q2 | $418K | Sell |
941
-562
| -37% | -$250K | 0.17% | 115 |
|
|
2023
Q1 | $691K | Buy |
1,503
+3
| +0.2% | +$1.38K | 0.31% | 67 |
|
|
2022
Q4 | $770K | Buy |
1,500
+161
| +12% | +$82.6K | 0.39% | 54 |
|
|
2022
Q3 | $608K | Buy |
1,339
+148
| +12% | +$67.2K | 0.34% | 58 |
|
|
2022
Q2 | $575K | Buy |
1,191
+118
| +11% | +$57K | 0.35% | 63 |
|
|
2022
Q1 | $527K | Buy |
1,073
+178
| +20% | +$87.4K | 0.3% | 70 |
|
|
2021
Q4 | $415K | Buy |
+895
| New | +$415K | 0.25% | 75 |
|
|
2021
Q2 | – | Sell |
-610
| Closed | -$219K | – | 98 |
|
|
2021
Q1 | $219K | Buy |
+610
| New | +$219K | 0.19% | 74 |
|