FSB Premier Wealth 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 | $1.53M | Buy |
3,933
+531
| +16% | +$207K | 0.55% | 48 |
|
|
2025
Q1 | $1.48M | Buy |
3,402
+558
| +20% | +$243K | 0.58% | 47 |
|
|
2024
Q4 | $1.05M | Buy |
2,844
+329
| +13% | +$121K | 0.42% | 62 |
|
|
2024
Q3 | $1.31M | Buy |
2,515
+601
| +31% | +$313K | 0.54% | 46 |
|
|
2024
Q2 | $1.04M | Buy |
1,914
+826
| +76% | +$448K | 0.47% | 50 |
|
|
2024
Q1 | $564K | Buy |
1,088
+451
| +71% | +$234K | 0.26% | 85 |
|
|
2023
Q4 | $300K | Buy |
+637
| New | +$300K | 0.15% | 128 |
|
|
2023
Q1 | – | Sell |
-491
| Closed | -$252K | – | 150 |
|
|
2022
Q4 | $252K | Buy |
+491
| New | +$252K | 0.14% | 127 |
|
|
2022
Q1 | – | Sell |
-629
| Closed | -$291K | – | 256 |
|
|
2021
Q4 | $291K | Buy |
+629
| New | +$291K | 0.12% | 110 |
|