Hofer & Associates’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 | $1.54M | Sell |
3,959
-369
| -9% | -$144K | 0.96% | 26 |
|
|
2025
Q1 | $1.88M | Buy |
4,328
+83
| +2% | +$36.1K | 1.28% | 24 |
|
|
2024
Q4 | $1.57M | Hold |
4,245
| – | – | 1.05% | 25 |
|
|
2024
Q3 | $2.21M | Sell |
4,245
-84
| -2% | -$43.7K | 1.52% | 21 |
|
|
2024
Q2 | $2.35M | Buy |
4,329
+3
| +0.1% | +$1.63K | 1.82% | 20 |
|
|
2024
Q1 | $2.24M | Sell |
4,326
-59
| -1% | -$30.6K | 1.89% | 19 |
|
|
2023
Q4 | $2.07M | Buy |
4,385
+146
| +3% | +$68.9K | 1.92% | 17 |
|
|
2023
Q3 | $1.85M | Buy |
4,239
+69
| +2% | +$30K | 1.89% | 17 |
|
|
2023
Q2 | $1.85M | Buy |
4,170
+267
| +7% | +$119K | 1.78% | 18 |
|
|
2023
Q1 | $2M | Hold |
3,903
| – | – | 2% | 16 |
|
|
2022
Q4 | $2M | Sell |
3,903
-15
| -0.4% | -$7.7K | 2% | 17 |
|
|
2022
Q3 | $1.78M | Hold |
3,918
| – | – | 1.91% | 18 |
|
|
2022
Q2 | $1.89M | Hold |
3,918
| – | – | 1.97% | 18 |
|
|
2022
Q1 | $1.93M | Buy |
3,918
+1,804
| +85% | +$886K | 1.69% | 18 |
|
|
2021
Q4 | $980K | Buy |
+2,114
| New | +$980K | 0.89% | 21 |
|