Focus Partners 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 | $8.73M | Sell |
22,439
-7
| -0% | -$2.72K | 0.02% | 527 |
|
|
2025
Q1 | $9.76M | Buy |
22,446
+976
| +5% | +$425K | 0.02% | 480 |
|
|
2024
Q4 | $7.92M | Sell |
21,470
-955
| -4% | -$352K | 0.02% | 511 |
|
|
2024
Q3 | $11.7M | Buy |
22,425
+2,356
| +12% | +$1.23M | 0.04% | 374 |
|
|
2024
Q2 | $10.9M | Buy |
20,069
+1,243
| +7% | +$674K | 0.04% | 370 |
|
|
2024
Q1 | $9.76M | Buy |
18,826
+1,737
| +10% | +$901K | 0.08% | 218 |
|
|
2023
Q4 | $8.06M | Buy |
+17,089
| New | +$8.06M | 0.11% | 175 |
|