Financial Perspectives’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 | $52.5K | Hold |
135
| – | – | 0.02% | 300 |
|
|
2025
Q1 | $58.7K | Hold |
135
| – | – | 0.02% | 279 |
|
|
2024
Q4 | $49.8K | Buy |
+135
| New | +$49.8K | 0.02% | 302 |
|
|
2024
Q1 | – | Sell |
-17
| Closed | -$8.02K | – | 684 |
|
|
2023
Q4 | $8.02K | Buy |
17
+1
| +6% | +$472 | ﹤0.01% | 499 |
|
|
2023
Q3 | $6.97K | Hold |
16
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $7.11K | Hold |
16
| – | – | ﹤0.01% | 480 |
|
|
2023
Q1 | $7.36K | Hold |
16
| – | – | ﹤0.01% | 477 |
|
|
2022
Q4 | $8.21K | Hold |
16
| – | – | ﹤0.01% | 459 |
|
|
2022
Q3 | $7.27K | Hold |
16
| – | – | ﹤0.01% | 469 |
|
|
2022
Q2 | $7.72K | Hold |
16
| – | – | ﹤0.01% | 470 |
|
|
2022
Q1 | $7.86K | Hold |
16
| – | – | ﹤0.01% | 491 |
|
|
2021
Q4 | $7.42K | Hold |
16
| – | – | ﹤0.01% | 468 |
|
|
2021
Q3 | $5.97K | Hold |
16
| – | – | ﹤0.01% | 493 |
|
|
2021
Q2 | $6.11K | Sell |
16
-5,727
| -100% | -$2.19M | ﹤0.01% | 512 |
|
|
2021
Q1 | $16K | Buy |
5,743
+5,727
| +35,794% | +$16K | ﹤0.01% | 595 |
|
|
2020
Q4 | $5.14K | Hold |
16
| – | – | ﹤0.01% | 473 |
|
|
2020
Q3 | $4.3K | Hold |
16
| – | – | ﹤0.01% | 437 |
|
|
2020
Q2 | $4.21K | Hold |
16
| – | – | ﹤0.01% | 422 |
|
|
2020
Q1 | $3.63K | Hold |
16
| – | – | ﹤0.01% | 409 |
|
|
2019
Q4 | $4.83K | Buy |
+16
| New | +$4.83K | ﹤0.01% | 399 |
|