Golden State Wealth 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 | $75.2K | Sell |
193
-4
| -2% | -$1.56K | 0.01% | 553 |
|
|
2025
Q1 | $85.9K | Sell |
197
-5
| -2% | -$2.18K | 0.01% | 483 |
|
|
2024
Q4 | $74.7K | Buy |
+202
| New | +$74.7K | 0.01% | 487 |
|
|
2020
Q2 | – | Sell |
-261
| Closed | -$59K | – | 367 |
|
|
2020
Q1 | $59K | Buy |
+261
| New | +$59K | 0.03% | 333 |
|
|
2019
Q4 | – | Sell |
-591
| Closed | -$142K | – | 284 |
|
|
2019
Q3 | $142K | Sell |
591
-79
| -12% | -$19K | 0.05% | 254 |
|
|
2019
Q2 | $189K | Hold |
670
| – | – | 0.06% | 233 |
|
|
2019
Q1 | $192K | Buy |
+670
| New | +$192K | 0.06% | 232 |
|