Heritage Wealth Advisors’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 | $1.09M | Hold |
2,793
| – | – | 0.05% | 78 |
|
|
2025
Q1 | $1.21M | Sell |
2,793
-1,459
| -34% | -$635K | 0.06% | 70 |
|
|
2024
Q4 | $1.57M | Sell |
4,252
-221
| -5% | -$81.5K | 0.08% | 64 |
|
|
2024
Q3 | $2.33M | Buy |
4,473
+1
| +0% | +$520 | 0.11% | 57 |
|
|
2024
Q2 | $2.42M | Hold |
4,472
| – | – | 0.11% | 53 |
|
|
2024
Q1 | $2.32M | Hold |
4,472
| – | – | 0.11% | 56 |
|
|
2023
Q4 | $2.11M | Sell |
4,472
-527
| -11% | -$249K | 0.1% | 57 |
|
|
2023
Q3 | $2.18M | Sell |
4,999
-148
| -3% | -$64.4K | 0.12% | 52 |
|
|
2023
Q2 | $2.29M | Buy |
5,147
+5
| +0.1% | +$2.22K | 0.12% | 53 |
|
|
2023
Q1 | $2.36M | Buy |
5,142
+69
| +1% | +$31.7K | 0.13% | 47 |
|
|
2022
Q4 | $2.6M | Buy |
5,073
+105
| +2% | +$53.9K | 0.15% | 48 |
|
|
2022
Q3 | $2.26M | Buy |
4,968
+1,096
| +28% | +$498K | 0.16% | 46 |
|
|
2022
Q2 | $1.87M | Buy |
3,872
+351
| +10% | +$169K | 0.13% | 54 |
|
|
2022
Q1 | $1.73M | Hold |
3,521
| – | – | 0.1% | 58 |
|
|
2021
Q4 | $1.63M | Hold |
3,521
| – | – | 0.09% | 68 |
|
|
2021
Q3 | $1.31M | Buy |
3,521
+1,500
| +74% | +$559K | 0.08% | 70 |
|
|
2021
Q2 | $772K | Sell |
2,021
-1,234
| -38% | -$471K | 0.05% | 105 |
|
|
2021
Q1 | $1.17M | Sell |
3,255
-143
| -4% | -$51.3K | 0.07% | 74 |
|
|
2020
Q4 | $1.09M | Buy |
3,398
+2,635
| +345% | +$846K | 0.07% | 85 |
|
|
2020
Q3 | $205K | Buy |
763
+50
| +7% | +$13.4K | 0.03% | 146 |
|
|
2020
Q2 | $187K | Hold |
713
| – | – | 0.03% | 149 |
|
|
2020
Q1 | $162K | Buy |
713
+100
| +16% | +$22.7K | 0.03% | 147 |
|
|
2019
Q4 | $185K | Sell |
613
-100
| -14% | -$30.2K | 0.02% | 174 |
|
|
2019
Q3 | $171K | Sell |
713
-1
| -0.1% | -$240 | 0.03% | 168 |
|
|
2019
Q2 | $201K | Buy |
714
+234
| +49% | +$66K | 0.03% | 141 |
|
|
2019
Q1 | $138K | Hold |
480
| – | – | 0.02% | 152 |
|
|
2018
Q4 | $126K | Hold |
480
| – | – | 0.02% | 145 |
|
|
2018
Q3 | $131K | Buy |
+480
| New | +$131K | 0.03% | 146 |
|