Fortis Capital Advisors’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 | – | Sell |
-2,982
| Closed | -$1.66M | – | 266 |
|
|
2024
Q4 | $1.66M | Buy |
2,982
+759
| +34% | +$423K | 0.57% | 30 |
|
|
2024
Q3 | $1.16M | Sell |
2,223
-491
| -18% | -$255K | 0.39% | 54 |
|
|
2024
Q2 | $1.47M | Buy |
+2,714
| New | +$1.47M | 0.53% | 31 |
|
|
2023
Q2 | – | Sell |
-62
| Closed | -$28.5K | – | 253 |
|
|
2023
Q1 | $28.5K | Buy |
62
+5
| +9% | +$2.3K | 0.02% | 363 |
|
|
2022
Q4 | $29.2K | Buy |
+57
| New | +$29.2K | 0.02% | 357 |
|