HB Wealth 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
Q2 | $8.46M | Buy |
21,747
+1,629
| +8% | +$634K | 0.07% | 155 |
|
|
2025
Q1 | $8.75M | Buy |
20,118
+5,167
| +35% | +$2.25M | 0.07% | 148 |
|
|
2024
Q4 | $5.52M | Sell |
14,951
-719
| -5% | -$265K | 0.06% | 153 |
|
|
2024
Q3 | $8.15M | Buy |
15,670
+1,265
| +9% | +$658K | 0.09% | 111 |
|
|
2024
Q2 | $7.81M | Buy |
14,405
+1,830
| +15% | +$992K | 0.09% | 107 |
|
|
2024
Q1 | $6.52M | Buy |
12,575
+864
| +7% | +$448K | 0.08% | 126 |
|
|
2023
Q4 | $5.52M | Buy |
11,711
+1,211
| +12% | +$571K | 0.08% | 128 |
|
|
2023
Q3 | $4.57M | Sell |
10,500
-444
| -4% | -$193K | 0.07% | 134 |
|
|
2023
Q2 | $4.86M | Buy |
10,944
+792
| +8% | +$352K | 0.08% | 127 |
|
|
2023
Q1 | $4.67M | Buy |
10,152
+65
| +0.6% | +$29.9K | 0.08% | 121 |
|
|
2022
Q4 | $5.17M | Buy |
10,087
+1,126
| +13% | +$578K | 0.09% | 106 |
|
|
2022
Q3 | $4.07M | Buy |
8,961
+933
| +12% | +$424K | 0.09% | 111 |
|
|
2022
Q2 | $3.87M | Buy |
8,028
+577
| +8% | +$278K | 0.08% | 121 |
|
|
2022
Q1 | $3.66M | Buy |
7,451
+772
| +12% | +$379K | 0.07% | 128 |
|
|
2021
Q4 | $3.1M | Buy |
+6,679
| New | +$3.1M | 0.06% | 124 |
|