Genus Capital 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 | – | Sell |
-760
| Closed | -$331K | – | 191 |
|
|
2025
Q1 | $331K | Buy |
+760
| New | +$331K | 0.05% | 155 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 70 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 73 |
|
|
2024
Q2 | – | Sell |
-5,484
| Closed | -$2.84M | – | 72 |
|
|
2024
Q1 | $2.84M | Buy |
+5,484
| New | +$2.84M | 0.37% | 93 |
|
|
2023
Q4 | – | Sell |
-3,418
| Closed | -$1.49M | – | 73 |
|
|
2023
Q3 | $1.49M | Buy |
3,418
+95
| +3% | +$41.4K | 0.23% | 111 |
|
|
2023
Q2 | $1.48M | Buy |
+3,323
| New | +$1.48M | 0.22% | 115 |
|