Householder Group Estate & Retirement Specialist’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15K | Sell |
41
-7
| -15% | -$2.56K | 0.01% | 318 |
|
|
2024
Q3 | $25K | Hold |
48
| – | – | 0.01% | 628 |
|
|
2024
Q2 | $26K | Hold |
48
| – | – | 0.01% | 614 |
|
|
2024
Q1 | $25.2K | Hold |
48
| – | – | 0.01% | 619 |
|
|
2023
Q4 | $22K | Sell |
48
-21
| -30% | -$9.63K | 0.01% | 621 |
|
|
2023
Q3 | $30.2K | Buy |
+69
| New | +$30.2K | 0.01% | 550 |
|
|
2023
Q1 | $25K | Sell |
55
-27
| -33% | -$12.3K | 0.01% | 593 |
|
|
2022
Q4 | $42K | Hold |
82
| – | – | 0.06% | 121 |
|
|
2022
Q3 | $37K | Buy |
+82
| New | +$37K | 0.02% | 452 |
|