Golden State Equity Partners’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 | $477K | Buy |
1,226
+208
| +20% | +$80.9K | 0.09% | 252 |
|
|
2025
Q1 | $443K | Sell |
1,018
-20
| -2% | -$8.7K | 0.09% | 268 |
|
|
2024
Q4 | $383K | Buy |
1,038
+474
| +84% | +$175K | 0.07% | 282 |
|
|
2024
Q3 | $293K | Sell |
564
-2,211
| -80% | -$1.15M | 0.15% | 143 |
|
|
2024
Q2 | $1.5M | Buy |
+2,775
| New | +$1.5M | 0.31% | 74 |
|
|
2023
Q4 | $1.58M | Sell |
3,344
-21
| -0.6% | -$9.9K | 0.38% | 65 |
|
|
2023
Q3 | $1.47M | Buy |
3,365
+146
| +5% | +$63.6K | 0.41% | 63 |
|
|
2023
Q2 | $1.43M | Buy |
3,219
+396
| +14% | +$176K | 0.4% | 54 |
|
|
2023
Q1 | $1.3M | Buy |
+2,823
| New | +$1.3M | 0.7% | 41 |
|
|
2021
Q1 | – | Sell |
-945
| Closed | -$303K | – | 183 |
|
|
2020
Q4 | $303K | Buy |
+945
| New | +$303K | 0.21% | 120 |
|