Greystone Financial Group’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,374
| Closed | -$10.1M | – | 99 |
|
|
2024
Q3 | $10.1M | Buy |
19,374
+2,674
| +16% | +$1.39M | 1.8% | 21 |
|
|
2024
Q2 | $9.05M | Sell |
16,700
-1,906
| -10% | -$1.03M | 1.77% | 24 |
|
|
2024
Q1 | $9.65M | Buy |
18,606
+7,440
| +67% | +$3.86M | 1.93% | 19 |
|
|
2023
Q4 | $5.27M | Buy |
11,166
+1,221
| +12% | +$576K | 1.22% | 40 |
|
|
2023
Q3 | $4.33M | Buy |
9,945
+2,088
| +27% | +$909K | 1.08% | 39 |
|
|
2023
Q2 | $3.49M | Buy |
+7,857
| New | +$3.49M | 0.81% | 46 |
|