Financial Enhancement 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 | – | Sell |
-991
| Closed | -$412K | – | 129 |
|
|
2025
Q1 | $412K | Sell |
991
-181
| -15% | -$75.3K | 0.06% | 102 |
|
|
2024
Q4 | $465K | Buy |
1,172
+338
| +41% | +$134K | 0.07% | 99 |
|
|
2024
Q3 | $372K | Buy |
834
+152
| +22% | +$67.8K | 0.07% | 105 |
|
|
2024
Q2 | $363K | Sell |
682
-13
| -2% | -$6.92K | 0.06% | 99 |
|
|
2024
Q1 | $346K | Buy |
695
+2
| +0.3% | +$995 | 0.06% | 104 |
|
|
2023
Q4 | $330K | Hold |
693
| – | – | 0.06% | 102 |
|
|
2023
Q3 | $321K | Sell |
693
-141
| -17% | -$65.2K | 0.06% | 108 |
|
|
2023
Q2 | $393K | Hold |
834
| – | – | 0.07% | 106 |
|
|
2023
Q1 | $372K | Hold |
834
| – | – | 0.07% | 105 |
|
|
2022
Q4 | $403K | Buy |
834
+136
| +19% | +$65.8K | 0.08% | 106 |
|
|
2022
Q3 | $317K | Hold |
698
| – | – | 0.07% | 89 |
|
|
2022
Q2 | $337K | Buy |
698
+216
| +45% | +$104K | 0.07% | 84 |
|
|
2022
Q1 | $237K | Hold |
482
| – | – | 0.04% | 96 |
|
|
2021
Q4 | $223K | Hold |
482
| – | – | 0.04% | 99 |
|
|
2021
Q3 | $180K | Buy |
482
+308
| +177% | +$115K | 0.03% | 102 |
|
|
2021
Q2 | $66K | Hold |
174
| – | – | 0.01% | 116 |
|
|
2021
Q1 | $62K | Sell |
174
-50
| -22% | -$17.8K | 0.01% | 117 |
|
|
2020
Q4 | $72K | Buy |
224
+146
| +187% | +$46.9K | 0.02% | 125 |
|
|
2020
Q3 | $21K | Hold |
78
| – | – | ﹤0.01% | 149 |
|
|
2020
Q2 | $21K | Hold |
78
| – | – | 0.01% | 157 |
|
|
2020
Q1 | $18K | Hold |
78
| – | – | 0.01% | 171 |
|
|
2019
Q4 | $24K | Buy |
78
+39
| +100% | +$12K | 0.01% | 158 |
|
|
2019
Q3 | $9K | Buy |
+39
| New | +$9K | ﹤0.01% | 203 |
|
|
2019
Q2 | – | Sell |
-636
| Closed | -$183K | – | 290 |
|
|
2019
Q1 | $183K | Hold |
636
| – | – | 0.06% | 87 |
|
|
2018
Q4 | $174K | Hold |
636
| – | – | 0.05% | 92 |
|
|
2018
Q3 | $174K | Hold |
636
| – | – | 0.05% | 92 |
|
|
2018
Q2 | $151K | Hold |
636
| – | – | 0.05% | 89 |
|
|
2018
Q1 | $140K | Buy |
+636
| New | +$140K | 0.05% | 94 |
|