Fountainhead AM’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 | $242K | Buy |
+621
| New | +$242K | 0.04% | 184 |
|
|
2024
Q4 | – | Sell |
-399
| Closed | -$207K | – | 172 |
|
|
2024
Q3 | $207K | Sell |
399
-33
| -8% | -$17.1K | 0.04% | 137 |
|
|
2024
Q2 | $234K | Buy |
432
+5
| +1% | +$2.71K | 0.06% | 118 |
|
|
2024
Q1 | $221K | Buy |
427
+1
| +0.2% | +$519 | 0.05% | 123 |
|
|
2023
Q4 | $201K | Buy |
+426
| New | +$201K | 0.06% | 111 |
|