Forum Financial 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
Q2 | $1.14M | Buy |
2,938
+82
| +3% | +$31.9K | 0.02% | 194 |
|
|
2025
Q1 | $1.24M | Buy |
+2,856
| New | +$1.24M | 0.02% | 174 |
|
|
2024
Q4 | – | Sell |
-2,826
| Closed | -$1.47M | – | 943 |
|
|
2024
Q3 | $1.47M | Buy |
2,826
+117
| +4% | +$60.8K | 0.02% | 140 |
|
|
2024
Q2 | $1.47M | Sell |
2,709
-77
| -3% | -$41.7K | 0.03% | 134 |
|
|
2024
Q1 | $1.44M | Buy |
2,786
+1
| +0% | +$519 | 0.02% | 154 |
|
|
2023
Q4 | $1.31M | Sell |
2,785
-1
| -0% | -$472 | 0.02% | 131 |
|
|
2023
Q3 | $1.21M | Sell |
2,786
-118
| -4% | -$51.4K | 0.03% | 137 |
|
|
2023
Q2 | $1.29M | Buy |
2,904
+181
| +7% | +$80.4K | 0.03% | 127 |
|
|
2023
Q1 | $1.25M | Buy |
2,723
+1
| +0% | +$460 | 0.04% | 121 |
|
|
2022
Q4 | $1.4M | Hold |
2,722
| – | – | 0.05% | 96 |
|
|
2022
Q3 | $1.24M | Hold |
2,722
| – | – | 0.06% | 93 |
|
|
2022
Q2 | $1.31M | Sell |
2,722
-104
| -4% | -$50.2K | 0.07% | 96 |
|
|
2022
Q1 | $1.39M | Sell |
2,826
-1
| -0% | -$491 | 0.07% | 90 |
|
|
2021
Q4 | $1.31M | Buy |
+2,827
| New | +$1.31M | 0.07% | 92 |
|