Foundations Investment Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
3,499
-608
| -15% | -$236K | 0.02% | 366 |
|
|
2025
Q1 | $1.79M | Sell |
4,107
-1,069
| -21% | -$465K | 0.03% | 306 |
|
|
2024
Q4 | $1.91M | Sell |
5,176
-23,961
| -82% | -$8.84M | 0.04% | 297 |
|
|
2024
Q3 | $15.2M | Buy |
29,137
+3,893
| +15% | +$2.02M | 0.32% | 74 |
|
|
2024
Q2 | $13.7M | Buy |
25,244
+5,588
| +28% | +$3.03M | 0.33% | 69 |
|
|
2024
Q1 | $10.2M | Buy |
19,656
+3,380
| +21% | +$1.75M | 0.27% | 75 |
|
|
2023
Q4 | $8.06M | Buy |
16,276
+5,166
| +46% | +$2.56M | 0.22% | 91 |
|
|
2023
Q3 | $4.84M | Buy |
11,110
+4,072
| +58% | +$1.77M | 0.15% | 114 |
|
|
2023
Q2 | $3.13M | Buy |
7,038
+3,049
| +76% | +$1.35M | 0.1% | 141 |
|
|
2023
Q1 | $1.83M | Buy |
3,989
+1,116
| +39% | +$513K | 0.07% | 181 |
|
|
2022
Q4 | $1.47M | Sell |
2,873
-2,296
| -44% | -$1.18M | 0.06% | 164 |
|
|
2022
Q3 | $2.35M | Sell |
5,169
-1,580
| -23% | -$718K | 0.1% | 87 |
|
|
2022
Q2 | $3.27M | Sell |
6,749
-369
| -5% | -$179K | 0.14% | 74 |
|
|
2022
Q1 | $3.68M | Buy |
7,118
+352
| +5% | +$182K | 0.14% | 58 |
|
|
2021
Q4 | $3.06M | Buy |
6,766
+793
| +13% | +$358K | 0.12% | 71 |
|
|
2021
Q3 | $2.23M | Buy |
5,973
+608
| +11% | +$227K | 0.1% | 79 |
|
|
2021
Q2 | $2.09M | Buy |
5,365
+1,126
| +27% | +$438K | 0.1% | 74 |
|
|
2021
Q1 | $1.49M | Buy |
4,239
+719
| +20% | +$253K | 0.09% | 74 |
|
|
2020
Q4 | $1.19M | Buy |
3,520
+310
| +10% | +$105K | 0.08% | 70 |
|
|
2020
Q3 | $883K | Buy |
3,210
+332
| +12% | +$91.3K | 0.19% | 80 |
|
|
2020
Q2 | $768K | Buy |
2,878
+477
| +20% | +$127K | 0.07% | 89 |
|
|
2020
Q1 | $514K | Buy |
2,401
+273
| +13% | +$58.4K | 0.06% | 69 |
|
|
2019
Q4 | $639K | Sell |
2,128
-159
| -7% | -$47.7K | 0.08% | 82 |
|
|
2019
Q3 | $545K | Buy |
2,287
+425
| +23% | +$101K | 0.07% | 86 |
|
|
2019
Q2 | $527K | Buy |
1,862
+1,052
| +130% | +$298K | 0.08% | 81 |
|
|
2019
Q1 | $232K | Buy |
810
+50
| +7% | +$14.3K | 0.04% | 87 |
|
|
2018
Q4 | $231K | Sell |
760
-46
| -6% | -$14K | 0.05% | 90 |
|
|
2018
Q3 | $221K | Buy |
+806
| New | +$221K | 0.05% | 93 |
|