Global Financial Private Client’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 |
-63
| Closed | -$27.4K | – | 632 |
|
|
2025
Q1 | $27.4K | Buy |
63
+6
| +11% | +$2.61K | 0.01% | 402 |
|
|
2024
Q4 | $21K | Sell |
57
-4
| -7% | -$1.48K | 0.01% | 426 |
|
|
2024
Q3 | $31.7K | Buy |
61
+15
| +33% | +$7.8K | 0.01% | 368 |
|
|
2024
Q2 | $24.9K | Hold |
46
| – | – | 0.01% | 366 |
|
|
2024
Q1 | $23.7K | Hold |
46
| – | – | 0.01% | 379 |
|
|
2023
Q4 | $21.7K | Hold |
46
| – | – | 0.01% | 386 |
|
|
2023
Q3 | $20.2K | Hold |
46
| – | – | 0.01% | 373 |
|
|
2023
Q2 | $20.4K | Hold |
46
| – | – | 0.01% | 373 |
|
|
2023
Q1 | $21.9K | Hold |
46
| – | – | 0.01% | 363 |
|
|
2022
Q4 | $23.6K | Buy |
46
+5
| +12% | +$2.57K | 0.01% | 347 |
|
|
2022
Q3 | $19.3K | Hold |
41
| – | – | 0.01% | 357 |
|
|
2022
Q2 | $19.9K | Hold |
41
| – | – | 0.01% | 346 |
|
|
2022
Q1 | $20.5K | Hold |
41
| – | – | 0.01% | 348 |
|
|
2021
Q4 | $19K | Hold |
41
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $15.4K | Hold |
41
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $15.7K | Hold |
41
| – | – | 0.01% | 319 |
|
|
2021
Q1 | $14.5K | Hold |
41
| – | – | 0.01% | 292 |
|
|
2020
Q4 | $13.2K | Buy |
41
+5
| +14% | +$1.61K | 0.01% | 294 |
|
|
2020
Q3 | $9.73K | Hold |
36
| – | – | 0.01% | 308 |
|
|
2020
Q2 | $9.67K | Hold |
36
| – | – | 0.01% | 339 |
|
|
2020
Q1 | $7.72K | Hold |
36
| – | – | 0.01% | 369 |
|
|
2019
Q4 | $10.9K | Buy |
+36
| New | +$10.9K | 0.01% | 374 |
|