IAG Wealth Partners’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 | $40.5K | Hold |
104
| – | – | 0.01% | 214 |
|
|
2025
Q1 | $45.2K | Hold |
104
| – | – | 0.01% | 204 |
|
|
2024
Q4 | $38.4K | Hold |
104
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $54.1K | Hold |
104
| – | – | 0.01% | 179 |
|
|
2024
Q2 | $56.4K | Hold |
104
| – | – | 0.01% | 169 |
|
|
2024
Q1 | $53.9K | Sell |
104
-26
| -20% | -$13.5K | 0.01% | 161 |
|
|
2023
Q4 | $61.3K | Buy |
130
+26
| +25% | +$12.3K | 0.01% | 141 |
|
|
2023
Q3 | $45.3K | Sell |
104
-50
| -32% | -$21.8K | 0.01% | 157 |
|
|
2023
Q2 | $68.4K | Hold |
154
| – | – | 0.02% | 138 |
|
|
2023
Q1 | $70.8K | Buy |
154
+50
| +48% | +$23K | 0.02% | 118 |
|
|
2022
Q4 | $53.3K | Hold |
104
| – | – | 0.02% | 138 |
|
|
2022
Q3 | $47K | Hold |
104
| – | – | 0.02% | 129 |
|
|
2022
Q2 | $50K | Hold |
104
| – | – | 0.02% | 126 |
|
|
2022
Q1 | $51K | Hold |
104
| – | – | 0.02% | 136 |
|
|
2021
Q4 | $48K | Hold |
104
| – | – | 0.02% | 138 |
|
|
2021
Q3 | $39K | Hold |
104
| – | – | 0.01% | 141 |
|
|
2021
Q2 | $40K | Hold |
104
| – | – | 0.01% | 138 |
|
|
2021
Q1 | $38K | Hold |
104
| – | – | 0.01% | 132 |
|
|
2020
Q4 | $34K | Hold |
104
| – | – | 0.01% | 130 |
|
|
2020
Q3 | $28K | Hold |
104
| – | – | 0.01% | 135 |
|
|
2020
Q2 | $28K | Hold |
104
| – | – | 0.01% | 135 |
|
|
2020
Q1 | $24K | Sell |
104
-54
| -34% | -$12.5K | 0.02% | 133 |
|
|
2019
Q4 | $48K | Buy |
+158
| New | +$48K | 0.03% | 107 |
|