Evoke Wealth’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 | $240K | Sell |
618
-163
| -21% | -$63.4K | 0.01% | 504 |
|
|
2025
Q1 | $340K | Buy |
781
+166
| +27% | +$72.2K | 0.01% | 328 |
|
|
2024
Q4 | $227K | Buy |
615
+20
| +3% | +$7.37K | 0.01% | 392 |
|
|
2024
Q3 | $310K | Buy |
+595
| New | +$310K | 0.01% | 327 |
|
|
2024
Q2 | – | Sell |
-500
| Closed | -$259K | – | 190 |
|
|
2024
Q1 | $259K | Buy |
+500
| New | +$259K | 0.01% | 341 |
|
|
2023
Q3 | – | Sell |
-462
| Closed | -$205K | – | 383 |
|
|
2023
Q2 | $205K | Buy |
+462
| New | +$205K | 0.01% | 339 |
|
|
2022
Q4 | – | Sell |
-206
| Closed | -$93K | – | 607 |
|
|
2022
Q3 | $93K | Sell |
206
-4
| -2% | -$1.81K | ﹤0.01% | 424 |
|
|
2022
Q2 | $101K | Hold |
210
| – | – | ﹤0.01% | 411 |
|
|
2022
Q1 | $103K | Sell |
210
-10
| -5% | -$4.91K | ﹤0.01% | 430 |
|
|
2021
Q4 | $102K | Buy |
220
+127
| +137% | +$58.9K | ﹤0.01% | 446 |
|
|
2021
Q3 | $34K | Sell |
93
-15
| -14% | -$5.48K | ﹤0.01% | 557 |
|
|
2021
Q2 | $41K | Sell |
108
-13
| -11% | -$4.94K | ﹤0.01% | 547 |
|
|
2021
Q1 | $43K | Buy |
121
+46
| +61% | +$16.3K | ﹤0.01% | 472 |
|
|
2020
Q4 | $24K | Buy |
75
+11
| +17% | +$3.52K | ﹤0.01% | 473 |
|
|
2020
Q3 | $17K | Sell |
64
-16
| -20% | -$4.25K | ﹤0.01% | 498 |
|
|
2020
Q2 | $21K | Sell |
80
-14
| -15% | -$3.68K | ﹤0.01% | 452 |
|
|
2020
Q1 | $21.3K | Sell |
94
-136
| -59% | -$30.8K | ﹤0.01% | 430 |
|
|
2019
Q4 | $69.4K | Buy |
230
+3
| +1% | +$905 | 0.01% | 358 |
|
|
2019
Q3 | $54.7K | Buy |
+227
| New | +$54.7K | 0.01% | 450 |
|