Gerber Kawasaki Wealth & Investment 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 | $550K | Buy |
1,414
+640
| +83% | +$249K | 0.02% | 195 |
|
2025
Q1 | $337K | Buy |
774
+182
| +31% | +$79.3K | 0.02% | 229 |
|
2024
Q4 | $219K | Buy |
592
+24
| +4% | +$8.86K | 0.01% | 265 |
|
2024
Q3 | $295K | Buy |
568
+2
| +0.4% | +$1.04K | 0.01% | 236 |
|
2024
Q2 | $307K | Buy |
566
+2
| +0.4% | +$1.08K | 0.02% | 222 |
|
2024
Q1 | $293K | Buy |
564
+2
| +0.4% | +$1.04K | 0.02% | 226 |
|
2023
Q4 | $265K | Buy |
562
+1
| +0.2% | +$472 | 0.02% | 219 |
|
2023
Q3 | $244K | Sell |
561
-25
| -4% | -$10.9K | 0.02% | 219 |
|
2023
Q2 | $260K | Sell |
586
-62
| -10% | -$27.5K | 0.02% | 217 |
|
2023
Q1 | $298K | Sell |
648
-15
| -2% | -$6.9K | 0.02% | 199 |
|
2022
Q4 | $340K | Sell |
663
-19
| -3% | -$9.75K | 0.03% | 187 |
|
2022
Q3 | $309K | Buy |
682
+40
| +6% | +$18.1K | 0.03% | 178 |
|
2022
Q2 | $309K | Buy |
642
+26
| +4% | +$12.5K | 0.03% | 185 |
|
2022
Q1 | $302K | Buy |
616
+8
| +1% | +$3.92K | 0.02% | 204 |
|
2021
Q4 | $281K | Buy |
608
+13
| +2% | +$6.01K | 0.02% | 217 |
|
2021
Q3 | $221K | Buy |
595
+45
| +8% | +$16.7K | 0.03% | 173 |
|
2021
Q2 | $209K | Buy |
+550
| New | +$209K | 0.02% | 230 |
|