Glass Jacobson Investment Advisors’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 | $38.9K | Buy |
100
+80
| +400% | +$31.1K | 0.02% | 315 |
|
|
2025
Q1 | $7.38K | Hold |
20
| – | – | ﹤0.01% | 629 |
|
|
2024
Q4 | $7.38K | Buy |
20
+4
| +25% | +$1.48K | ﹤0.01% | 629 |
|
|
2024
Q3 | $8.32K | Hold |
16
| – | – | ﹤0.01% | 583 |
|
|
2024
Q2 | $8.67K | Hold |
16
| – | – | ﹤0.01% | 569 |
|
|
2024
Q1 | $8.3K | Hold |
16
| – | – | ﹤0.01% | 576 |
|
|
2023
Q4 | $7.55K | Sell |
16
-3
| -16% | -$1.42K | ﹤0.01% | 546 |
|
|
2023
Q3 | $8.27K | Buy |
19
+1
| +6% | +$435 | ﹤0.01% | 515 |
|
|
2023
Q2 | $8K | Buy |
+18
| New | +$8K | ﹤0.01% | 529 |
|
|
2022
Q4 | $9.23K | Buy |
+18
| New | +$9.23K | ﹤0.01% | 526 |
|