IFP Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
704
+45
| +7% | +$19.1K | 0.01% | 1064 |
|
|
2025
Q1 | $287K | Sell |
659
-520
| -44% | -$226K | 0.01% | 1001 |
|
|
2024
Q4 | $435K | Buy |
1,179
+22
| +2% | +$8.12K | 0.01% | 787 |
|
|
2024
Q3 | $603K | Buy |
1,157
+303
| +35% | +$158K | 0.02% | 623 |
|
|
2024
Q2 | $463K | Buy |
854
+98
| +13% | +$53.1K | 0.02% | 686 |
|
|
2024
Q1 | $392K | Sell |
756
-5
| -0.7% | -$2.59K | 0.02% | 694 |
|
|
2023
Q4 | $359K | Sell |
761
-1,922
| -72% | -$906K | 0.02% | 701 |
|
|
2023
Q3 | $1.17M | Buy |
2,683
+1,386
| +107% | +$603K | 0.05% | 357 |
|
|
2023
Q2 | $577K | Sell |
1,297
-124
| -9% | -$55.1K | 0.02% | 605 |
|
|
2023
Q1 | $315K | Sell |
1,421
-1,476
| -51% | -$327K | 0.01% | 755 |
|
|
2022
Q4 | $672K | Sell |
2,897
-52
| -2% | -$12.1K | 0.02% | 771 |
|
|
2022
Q3 | $691K | Buy |
2,949
+225
| +8% | +$52.7K | 0.02% | 780 |
|
|
2022
Q2 | $637K | Hold |
2,724
| – | – | 0.02% | 733 |
|
|
2022
Q1 | $637K | Buy |
2,724
+1,581
| +138% | +$370K | 0.02% | 733 |
|
|
2021
Q4 | $525K | Buy |
1,143
+355
| +45% | +$163K | 0.01% | 564 |
|
|
2021
Q3 | $297K | Sell |
788
-206
| -21% | -$77.6K | 0.01% | 746 |
|
|
2021
Q2 | $383K | Buy |
994
+199
| +25% | +$76.7K | 0.01% | 628 |
|
|
2021
Q1 | $286K | Sell |
795
-108
| -12% | -$38.9K | 0.01% | 692 |
|
|
2020
Q4 | $287K | Buy |
903
+48
| +6% | +$15.3K | 0.01% | 676 |
|
|
2020
Q3 | $228K | Sell |
855
-231
| -21% | -$61.6K | 0.01% | 658 |
|
|
2020
Q2 | $281K | Buy |
1,086
+3
| +0.3% | +$776 | 0.02% | 558 |
|
|
2020
Q1 | $258K | Buy |
1,083
+151
| +16% | +$36K | 0.03% | 497 |
|
|
2019
Q4 | $287K | Sell |
932
-588
| -39% | -$181K | 0.02% | 566 |
|
|
2019
Q3 | $360K | Buy |
+1,520
| New | +$360K | 0.02% | 575 |
|
|
2019
Q1 | $153K | Sell |
533
-3,656
| -87% | -$1.05M | 0.02% | 545 |
|
|
2018
Q4 | $1.09M | Sell |
4,189
-351
| -8% | -$90.9K | 0.07% | 330 |
|
|
2018
Q3 | $1.24M | Sell |
4,540
-280
| -6% | -$76.7K | 0.05% | 370 |
|
|
2018
Q2 | $1.15M | Sell |
4,820
-741
| -13% | -$176K | 0.05% | 383 |
|
|
2018
Q1 | $1.25M | Hold |
5,561
| – | – | 0.06% | 335 |
|
|
2017
Q4 | $1.25M | Sell |
5,561
-2,520
| -31% | -$567K | 0.06% | 335 |
|
|
2017
Q3 | $1.53M | Sell |
8,081
-380
| -4% | -$72.1K | 0.06% | 328 |
|
|
2017
Q2 | $1.59M | Buy |
8,461
+1,459
| +21% | +$275K | 0.07% | 311 |
|
|
2017
Q1 | $1.16M | Buy |
7,002
+1,660
| +31% | +$275K | 0.05% | 382 |
|
|
2016
Q4 | $768K | Buy |
5,342
+2,249
| +73% | +$323K | 0.04% | 462 |
|
|
2016
Q3 | $388K | Buy |
3,093
+8
| +0.3% | +$1K | 0.02% | 676 |
|
|
2016
Q2 | $405K | Buy |
3,085
+2,552
| +479% | +$335K | 0.02% | 632 |
|
|
2016
Q1 | $153K | Sell |
533
-2,520
| -83% | -$723K | 0.02% | 545 |
|
|
2015
Q4 | $426K | Buy |
+3,053
| New | +$426K | 0.03% | 537 |
|