FWG Investments’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-710
| Closed | -$262K | – | 66 |
|
|
2024
Q4 | $262K | Buy |
710
+59
| +9% | +$21.8K | 0.2% | 103 |
|
|
2024
Q3 | $339K | Buy |
651
+52
| +9% | +$27.1K | 0.29% | 80 |
|
|
2024
Q2 | $325K | Buy |
599
+38
| +7% | +$20.6K | 0.33% | 72 |
|
|
2024
Q1 | $291K | Buy |
561
+5
| +0.9% | +$2.59K | 0.32% | 77 |
|
|
2023
Q4 | $262K | Buy |
+556
| New | +$262K | 0.33% | 72 |
|