GA
Geller Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $295K | Sell |
800
-19
| -2% | -$7.01K | 0.02% | 201 |
|
|
2024
Q3 | $426K | Buy |
819
+16
| +2% | +$8.32K | 0.03% | 158 |
|
|
2024
Q2 | $435K | Buy |
803
+33
| +4% | +$17.9K | 0.03% | 157 |
|
|
2024
Q1 | $399K | Buy |
770
+14
| +2% | +$7.26K | 0.03% | 174 |
|
|
2023
Q4 | $356K | Buy |
756
+23
| +3% | +$10.8K | 0.03% | 174 |
|
|
2023
Q3 | $319K | Sell |
733
-317
| -30% | -$138K | 0.04% | 180 |
|
|
2023
Q2 | $467K | Buy |
1,050
+109
| +12% | +$48.4K | 0.06% | 124 |
|
|
2023
Q1 | $433K | Buy |
941
+159
| +20% | +$73.1K | 0.06% | 83 |
|
|
2022
Q4 | $401K | Sell |
782
-27
| -3% | -$13.9K | 0.07% | 66 |
|
|
2022
Q3 | $367K | Buy |
809
+18
| +2% | +$8.17K | 0.08% | 65 |
|
|
2022
Q2 | $382K | Buy |
791
+8
| +1% | +$3.86K | 0.08% | 65 |
|
|
2022
Q1 | $384K | Sell |
783
-46
| -6% | -$22.6K | 0.07% | 79 |
|
|
2021
Q4 | $384K | Buy |
829
+36
| +5% | +$16.7K | 0.07% | 84 |
|
|
2021
Q3 | $296K | Buy |
793
+79
| +11% | +$29.5K | 0.06% | 107 |
|
|
2021
Q2 | $273K | Sell |
714
-2
| -0.3% | -$765 | 0.06% | 102 |
|
|
2021
Q1 | $257K | Buy |
716
+140
| +24% | +$50.3K | 0.06% | 95 |
|
|
2020
Q4 | $234K | Buy |
+576
| New | +$234K | 0.06% | 99 |
|