Fiduciary Alliance’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 | $1.8M | Buy |
4,640
+2
| +0% | +$778 | 0.13% | 150 |
|
|
2025
Q1 | $2.02M | Sell |
4,638
-318
| -6% | -$138K | 0.2% | 111 |
|
|
2024
Q4 | $1.83M | Buy |
4,956
+4,338
| +702% | +$1.6M | 0.18% | 115 |
|
|
2024
Q3 | $321K | Buy |
618
+5
| +0.8% | +$2.6K | 0.04% | 199 |
|
|
2024
Q2 | $329K | Buy |
613
+2
| +0.3% | +$1.07K | 0.05% | 156 |
|
|
2024
Q1 | $315K | Buy |
611
+21
| +4% | +$10.8K | 0.06% | 152 |
|
|
2023
Q4 | $278K | Sell |
590
-48
| -8% | -$22.6K | 0.05% | 152 |
|
|
2023
Q3 | $278K | Sell |
638
-31
| -5% | -$13.5K | 0.06% | 142 |
|
|
2023
Q2 | $297K | Buy |
669
+132
| +25% | +$58.6K | 0.06% | 129 |
|
|
2023
Q1 | $247K | Hold |
537
| – | – | 0.06% | 123 |
|
|
2022
Q4 | $275K | Buy |
+537
| New | +$275K | 0.07% | 119 |
|