Icon Wealth 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 | $189K | Sell |
485
-273
| -36% | -$106K | 0.01% | 385 |
|
|
2025
Q1 | $330K | Sell |
758
-7
| -0.9% | -$3.05K | 0.03% | 280 |
|
|
2024
Q4 | $282K | Sell |
765
-46
| -6% | -$17K | 0.02% | 310 |
|
|
2024
Q3 | $422K | Buy |
811
+1
| +0.1% | +$520 | 0.04% | 233 |
|
|
2024
Q2 | $431K | Buy |
+810
| New | +$431K | 0.04% | 230 |
|
|
2022
Q4 | – | Sell |
-397
| Closed | -$180K | – | 356 |
|
|
2022
Q3 | $180K | Buy |
+397
| New | +$180K | 0.02% | 311 |
|