HCA
Hyperion Capital Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
35,214
+9,000
| +34% | +$3.5M | 8.59% | 3 |
|
|
2025
Q1 | $11.4M | Sell |
26,214
-22,784
| -46% | -$9.91M | 6.21% | 6 |
|
|
2024
Q4 | $18.1M | Buy |
48,998
+10,105
| +26% | +$3.73M | 9.29% | 3 |
|
|
2024
Q3 | $20.2M | Sell |
38,893
-512
| -1% | -$266K | 9.5% | 2 |
|
|
2024
Q2 | $21.4M | Sell |
39,405
-104
| -0.3% | -$56.4K | 10.02% | 3 |
|
|
2024
Q1 | $20.5M | Hold |
39,509
| – | – | 9.66% | 2 |
|
|
2023
Q4 | $18.6M | Sell |
39,509
-2,000
| -5% | -$943K | 10.06% | 2 |
|
|
2023
Q3 | $18.1M | Buy |
41,509
+14,611
| +54% | +$6.36M | 9.91% | 2 |
|
|
2023
Q2 | $12M | Buy |
26,898
+3,993
| +17% | +$1.77M | 6.49% | 4 |
|
|
2023
Q1 | $10.5M | Sell |
22,905
-330
| -1% | -$152K | 5.06% | 6 |
|
|
2022
Q4 | $11.9M | Buy |
23,235
+1,147
| +5% | +$588K | 5.89% | 5 |
|
|
2022
Q3 | $10M | Buy |
22,088
+4,524
| +26% | +$2.05M | 4.95% | 7 |
|
|
2022
Q2 | $8.48M | Sell |
17,564
-8,228
| -32% | -$3.97M | 3.96% | 9 |
|
|
2022
Q1 | $12.7M | Sell |
25,792
-2,762
| -10% | -$1.36M | 4.8% | 8 |
|
|
2021
Q4 | $13.2M | Buy |
28,554
+1,861
| +7% | +$863K | 2.96% | 10 |
|
|
2021
Q3 | $9.95M | Buy |
26,693
+2,789
| +12% | +$1.04M | 2.64% | 10 |
|
|
2021
Q2 | $9.13M | Buy |
23,904
+9,942
| +71% | +$3.8M | 2.61% | 10 |
|
|
2021
Q1 | $5.01M | Buy |
+13,962
| New | +$5.01M | 1.62% | 12 |
|