Harbour Trust & Investment 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
Q1 | – | Sell |
-1,044
| Closed | -$385K | – | 156 |
|
|
2024
Q4 | $385K | Buy |
1,044
+315
| +43% | +$116K | 0.04% | 122 |
|
|
2024
Q3 | $379K | Hold |
729
| – | – | 0.04% | 123 |
|
|
2024
Q2 | $395K | Sell |
729
-40
| -5% | -$21.7K | 0.05% | 122 |
|
|
2024
Q1 | $399K | Hold |
769
| – | – | 0.05% | 129 |
|
|
2023
Q4 | $363K | Buy |
+769
| New | +$363K | 0.05% | 133 |
|