Herold 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 | $288K | Hold |
740
| – | – | 0.06% | 245 |
|
|
2025
Q1 | $322K | Sell |
740
-703
| -49% | -$306K | 0.07% | 212 |
|
|
2024
Q4 | $532K | Sell |
1,443
-973
| -40% | -$359K | 0.12% | 180 |
|
|
2024
Q3 | $1.26M | Sell |
2,416
-34
| -1% | -$17.7K | 0.27% | 107 |
|
|
2024
Q2 | $1.33M | Buy |
2,450
+163
| +7% | +$88.4K | 0.31% | 88 |
|
|
2024
Q1 | $1.19M | Buy |
2,287
+5
| +0.2% | +$2.59K | 0.29% | 102 |
|
|
2023
Q4 | $1.08M | Sell |
2,282
-67
| -3% | -$31.6K | 0.3% | 97 |
|
|
2023
Q3 | $1.02M | Buy |
2,349
+258
| +12% | +$112K | 0.31% | 94 |
|
|
2023
Q2 | $929K | Buy |
2,091
+257
| +14% | +$114K | 0.28% | 107 |
|
|
2023
Q1 | $843K | Buy |
1,834
+720
| +65% | +$331K | 0.29% | 101 |
|
|
2022
Q4 | $572K | Buy |
1,114
+130
| +13% | +$66.7K | 0.24% | 103 |
|
|
2022
Q3 | $447K | Buy |
984
+244
| +33% | +$111K | 0.21% | 113 |
|
|
2022
Q2 | $357K | Buy |
740
+185
| +33% | +$89.3K | 0.16% | 139 |
|
|
2022
Q1 | $273K | Buy |
+555
| New | +$273K | 0.1% | 174 |
|