GeoWealth 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 | $650K | Sell |
1,670
-103
| -6% | -$40.1K | 0.03% | 350 |
|
|
2025
Q1 | $772K | Buy |
1,773
+304
| +21% | +$132K | 0.03% | 328 |
|
|
2024
Q4 | $542K | Buy |
1,469
+248
| +20% | +$91.5K | 0.02% | 452 |
|
|
2024
Q3 | $635K | Sell |
1,221
-7
| -0.6% | -$3.64K | 0.02% | 418 |
|
|
2024
Q2 | $665K | Buy |
1,228
+400
| +48% | +$217K | 0.03% | 360 |
|
|
2024
Q1 | $429K | Buy |
828
+736
| +800% | +$382K | 0.02% | 480 |
|
|
2023
Q4 | $43K | Sell |
92
-21
| -19% | -$9.82K | ﹤0.01% | 629 |
|
|
2023
Q3 | $50K | Buy |
113
+52
| +85% | +$23K | 0.01% | 393 |
|
|
2023
Q2 | $27K | Buy |
61
+17
| +39% | +$7.53K | ﹤0.01% | 356 |
|
|
2023
Q1 | $20K | Buy |
+44
| New | +$20K | ﹤0.01% | 320 |
|