Grimes & Company’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 | – | Sell |
-462
| Closed | -$201K | – | 418 |
|
|
2025
Q1 | $201K | Buy |
+462
| New | +$201K | 0.01% | 355 |
|
|
2024
Q4 | – | Sell |
-433
| Closed | -$225K | – | 383 |
|
|
2024
Q3 | $225K | Buy |
433
+11
| +3% | +$5.72K | 0.01% | 332 |
|
|
2024
Q2 | $229K | Buy |
422
+6
| +1% | +$3.25K | 0.01% | 313 |
|
|
2024
Q1 | $216K | Buy |
+416
| New | +$216K | 0.01% | 307 |
|
|
2023
Q1 | – | Sell |
-428
| Closed | -$220K | – | 307 |
|
|
2022
Q4 | $220K | Sell |
428
-63
| -13% | -$32.3K | 0.01% | 262 |
|
|
2022
Q3 | $223K | Buy |
491
+16
| +3% | +$7.27K | 0.01% | 248 |
|
|
2022
Q2 | $229K | Sell |
475
-5
| -1% | -$2.41K | 0.01% | 249 |
|
|
2022
Q1 | $236K | Hold |
480
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $222K | Buy |
+480
| New | +$222K | 0.01% | 278 |
|