Freestone Capital Holdings’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 | $445K | Buy |
+1,143
| New | +$445K | 0.02% | 306 |
|
|
2022
Q2 | – | Sell |
-722
| Closed | -$355K | – | 480 |
|
|
2022
Q1 | $355K | Buy |
722
+185
| +34% | +$91K | 0.01% | 432 |
|
|
2021
Q4 | $249K | Buy |
+537
| New | +$249K | 0.01% | 433 |
|
|
2021
Q1 | – | Sell |
-166
| Closed | -$53.3K | – | 597 |
|
|
2020
Q4 | $53.3K | Buy |
+166
| New | +$53.3K | ﹤0.01% | 554 |
|
|
2013
Q3 | – | Sell |
-15,900
| Closed | -$1.3M | – | 340 |
|
|
2013
Q2 | $1.3M | Buy |
+15,900
| New | +$1.3M | 0.27% | 50 |
|