Garde Capital’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 | $720K | Hold |
1,850
| – | – | 0.04% | 123 |
|
|
2025
Q1 | $805K | Sell |
1,850
-6
| -0.3% | -$2.61K | 0.05% | 120 |
|
|
2024
Q4 | $685K | Hold |
1,856
| – | – | 0.05% | 120 |
|
|
2024
Q3 | $965K | Hold |
1,856
| – | – | 0.06% | 96 |
|
|
2024
Q2 | $1.01M | Sell |
1,856
-45
| -2% | -$24.4K | 0.07% | 94 |
|
|
2024
Q1 | $985K | Buy |
1,901
+27
| +1% | +$14K | 0.07% | 95 |
|
|
2023
Q4 | $884K | Buy |
1,874
+19
| +1% | +$8.96K | 0.07% | 97 |
|
|
2023
Q3 | $808K | Buy |
1,855
+5
| +0.3% | +$2.18K | 0.07% | 100 |
|
|
2023
Q2 | $822K | Hold |
1,850
| – | – | 0.07% | 104 |
|
|
2023
Q1 | $851K | Hold |
1,850
| – | – | 0.09% | 91 |
|
|
2022
Q4 | $949K | Hold |
1,850
| – | – | 0.11% | 79 |
|
|
2022
Q3 | $840K | Hold |
1,850
| – | – | 0.11% | 79 |
|
|
2022
Q2 | $893K | Hold |
1,850
| – | – | 0.11% | 80 |
|
|
2022
Q1 | $909K | Hold |
1,850
| – | – | 0.09% | 98 |
|
|
2021
Q4 | $858K | Hold |
1,850
| – | – | 0.08% | 98 |
|
|
2021
Q3 | $690K | Hold |
1,850
| – | – | 0.07% | 103 |
|
|
2021
Q2 | $706K | Hold |
1,850
| – | – | 0.07% | 101 |
|
|
2021
Q1 | $664K | Hold |
1,850
| – | – | 0.08% | 102 |
|
|
2020
Q4 | $594K | Hold |
1,850
| – | – | 0.07% | 104 |
|
|
2020
Q3 | $497K | Hold |
1,850
| – | – | 0.07% | 101 |
|
|
2020
Q2 | $487K | Hold |
1,850
| – | – | 0.07% | 93 |
|
|
2020
Q1 | $420K | Hold |
1,850
| – | – | 0.07% | 87 |
|
|
2019
Q4 | $559K | Hold |
1,850
| – | – | 0.08% | 85 |
|
|
2019
Q3 | $444K | Hold |
1,850
| – | – | 0.07% | 93 |
|
|
2019
Q2 | $522K | Hold |
1,850
| – | – | 0.09% | 86 |
|
|
2019
Q1 | $531K | Hold |
1,850
| – | – | 0.09% | 80 |
|
|
2018
Q4 | $486K | Hold |
1,850
| – | – | 0.09% | 112 |
|
|
2018
Q3 | $526K | Hold |
1,850
| – | – | 0.09% | 114 |
|
|
2018
Q2 | $440K | Hold |
1,850
| – | – | 0.08% | 118 |
|
|
2018
Q1 | $406K | Hold |
1,850
| – | – | 0.07% | 121 |
|
|
2017
Q4 | $416K | Hold |
1,850
| – | – | 0.08% | 115 |
|
|
2017
Q3 | $351K | Hold |
1,850
| – | – | 0.07% | 124 |
|
|
2017
Q2 | $348K | Hold |
1,850
| – | – | 0.09% | 90 |
|
|
2017
Q1 | $306K | Hold |
1,850
| – | – | 0.08% | 84 |
|
|
2016
Q4 | $266K | Buy |
+1,850
| New | +$266K | 0.08% | 91 |
|
|
2016
Q3 | – | Sell |
-1,850
| Closed | -$243K | – | 143 |
|
|
2016
Q2 | $243K | Hold |
1,850
| – | – | 0.08% | 92 |
|
|
2016
Q1 | $257K | Buy |
+1,850
| New | +$257K | 0.09% | 91 |
|