Great Valley Advisor Group’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 | $1.26M | Sell |
3,229
-260
| -7% | -$101K | 0.03% | 418 |
|
|
2025
Q1 | $1.52M | Sell |
3,489
-428
| -11% | -$186K | 0.03% | 367 |
|
|
2024
Q4 | $1.45M | Sell |
3,917
-122
| -3% | -$45K | 0.03% | 373 |
|
|
2024
Q3 | $2.1M | Sell |
4,039
-67
| -2% | -$34.8K | 0.05% | 300 |
|
|
2024
Q2 | $2.23M | Sell |
4,106
-997
| -20% | -$540K | 0.06% | 271 |
|
|
2024
Q1 | $2.65M | Buy |
5,103
+63
| +1% | +$32.7K | 0.08% | 232 |
|
|
2023
Q4 | $2.38M | Sell |
5,040
-498
| -9% | -$235K | 0.08% | 216 |
|
|
2023
Q3 | $2.41M | Buy |
5,538
+115
| +2% | +$50.1K | 0.1% | 199 |
|
|
2023
Q2 | $2.41M | Sell |
5,423
-992
| -15% | -$441K | 0.1% | 200 |
|
|
2023
Q1 | $2.95M | Sell |
6,415
-1,501
| -19% | -$690K | 0.14% | 171 |
|
|
2022
Q4 | $4.06M | Sell |
7,916
-354
| -4% | -$182K | 0.21% | 117 |
|
|
2022
Q3 | $3.76M | Sell |
8,270
-1,460
| -15% | -$663K | 0.21% | 120 |
|
|
2022
Q2 | $4.7M | Buy |
+9,730
| New | +$4.7M | 0.26% | 98 |
|