Gradient Investments’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40
| Closed | -$21.7K | – | 597 |
|
|
2024
Q2 | $21.7K | Buy |
40
+31
| +344% | +$16.4K | ﹤0.01% | 623 |
|
|
2024
Q1 | $4.67K | Sell |
9
-19
| -68% | -$9.45K | ﹤0.01% | 734 |
|
|
2023
Q4 | $13.2K | Hold |
28
| – | – | ﹤0.01% | 785 |
|
|
2023
Q3 | $12.2K | Sell |
28
-3
| -10% | -$1.36K | ﹤0.01% | 772 |
|
|
2023
Q2 | $13.8K | Buy |
31
+18
| +138% | +$8.3K | ﹤0.01% | 754 |
|
|
2023
Q1 | $5.98K | Sell |
13
-15
| -54% | -$7.14K | ﹤0.01% | 910 |
|
|
2022
Q4 | $14.4K | Sell |
28
-31
| -53% | -$15.7K | ﹤0.01% | 744 |
|
|
2022
Q3 | $27K | Buy |
59
+42
| +247% | +$20.1K | ﹤0.01% | 603 |
|
|
2022
Q2 | $8K | Buy |
17
+13
| +325% | +$6.43K | ﹤0.01% | 817 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 1028 |
|
|
2021
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 997 |
|
|
2021
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 989 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 966 |
|
|
2020
Q1 | $1K | Sell |
4
-32
| -89% | -$8.72K | ﹤0.01% | 989 |
|
|
2019
Q4 | $11K | Buy |
36
+29
| +414% | +$7.98K | ﹤0.01% | 669 |
|
|
2019
Q3 | $2K | Buy |
+7
| New | +$1.92K | ﹤0.01% | 919 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | -$2K | – | 958 |
|
|
2018
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 825 |
|
|
2018
Q2 | $2K | Sell |
7
-6
| -46% | -$1.39K | ﹤0.01% | 810 |
|
|
2018
Q1 | $3K | Sell |
13
-2
| -13% | -$470 | ﹤0.01% | 770 |
|
|
2017
Q4 | $3K | Buy |
+15
| New | +$3.19K | ﹤0.01% | 750 |
|
|
2017
Q3 | – | Sell |
-4
| Closed | -$1K | – | 363 |
|
|
2017
Q2 | $1K | Buy |
+4
| New | +$719 | ﹤0.01% | 726 |
|
|
2015
Q3 | – | Sell |
-10
| Closed | -$2K | – | 620 |
|
|
2015
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 519 |
|
|
2015
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 538 |
|
|
2014
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 517 |
|
|
2014
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 441 |
|
|
2014
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 459 |
|
|
2014
Q1 | $1K | Buy |
+10
| New | +$904 | ﹤0.01% | 477 |
|
Other funds holding ELV
Gradient Investments's ELV Position: Q3 2024 in Review
Gradient Investments sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 40 shares — an estimated $21.7K sold.
Gradient Investments first reported a position in ELV in Q1 2014 and held it in 31 quarters. The position peaked at $27K in Q3 2022. 1,699 funds tracked by Wall St. Rank hold ELV as of Q3 2024.
- Gradient Investments reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
- Gradient Investments sold 40 Elevance Health shares in Q3 2024, an estimated $21.7K.
- Gradient Investments first reported a position in Elevance Health in Q1 2014 and held it in 31 quarters.
- Gradient Investments's Elevance Health position peaked at $27K in Q3 2022.
- 1,699 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.
Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.