Financial Gravity Asset 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
Q1 | $870 | Buy |
+2
| New | +$870 | ﹤0.01% | 888 |
|
|
2024
Q2 | $1.63K | Sell |
3
-10
| -77% | -$5.42K | ﹤0.01% | 770 |
|
|
2024
Q1 | $6.67K | Buy |
13
+11
| +550% | +$5.65K | ﹤0.01% | 810 |
|
|
2023
Q4 | $1.71K | Buy |
+2
| New | +$1.71K | ﹤0.01% | 1000 |
|
|
2023
Q3 | – | Sell |
-444
| Closed | -$1.91K | – | 837 |
|
|
2023
Q2 | $1.91K | Sell |
444
-16
| -3% | -$69 | 0.01% | 652 |
|
|
2023
Q1 | $2.04K | Sell |
460
-53
| -10% | -$235 | 0.06% | 306 |
|
|
2022
Q4 | $2.89K | Sell |
513
-6,751
| -93% | -$38.1K | 0.02% | 484 |
|
|
2022
Q3 | $2.12K | Buy |
+7,264
| New | +$2.12K | 0.07% | 281 |
|
|
2022
Q2 | – | Sell |
-8,838
| Closed | -$2.86K | – | 765 |
|
|
2022
Q1 | $2.86K | Sell |
8,838
-1,370
| -13% | -$443 | 0.08% | 222 |
|
|
2021
Q4 | $3.28K | Buy |
+10,208
| New | +$3.28K | 0.07% | 267 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | -$382K | – | 968 |
|
|
2021
Q2 | $382K | Buy |
+8
| New | +$382K | 0.14% | 102 |
|
|
2020
Q1 | – | Sell |
-68
| Closed | -$302K | – | 1188 |
|
|
2019
Q4 | $302K | Hold |
68
| – | – | 0.21% | 55 |
|
|
2019
Q3 | $16K | Buy |
68
+33
| +94% | +$7.77K | 0.01% | 506 |
|
|
2019
Q2 | $10K | Buy |
35
+18
| +106% | +$5.14K | 0.01% | 595 |
|
|
2019
Q1 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 676 |
|
|
2018
Q3 | $50K | Sell |
189
-2
| -1% | -$529 | 0.05% | 320 |
|
|
2018
Q2 | $50K | Sell |
191
-260
| -58% | -$68.1K | 0.05% | 323 |
|
|
2018
Q1 | $103K | Buy |
+451
| New | +$103K | 0.11% | 185 |
|