Fortem Financial 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 |
-1,641
| Closed | -$714K | – | 179 |
|
|
2025
Q1 | $714K | Sell |
1,641
-714
| -30% | -$311K | 0.28% | 98 |
|
|
2024
Q4 | $869K | Buy |
2,355
+44
| +2% | +$16.2K | 0.34% | 85 |
|
|
2024
Q3 | $1.2M | Sell |
2,311
-192
| -8% | -$99.8K | 0.49% | 59 |
|
|
2024
Q2 | $1.36M | Buy |
2,503
+83
| +3% | +$45K | 0.58% | 48 |
|
|
2024
Q1 | $1.25M | Buy |
2,420
+144
| +6% | +$74.7K | 0.55% | 63 |
|
|
2023
Q4 | $1.07M | Buy |
2,276
+569
| +33% | +$268K | 0.53% | 62 |
|
|
2023
Q3 | $743K | Buy |
1,707
+863
| +102% | +$376K | 0.44% | 78 |
|
|
2023
Q2 | $375K | Buy |
+844
| New | +$375K | 0.22% | 111 |
|