IHT Wealth Management’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 | $284K | Buy |
729
+10
| +1% | +$3.89K | 0.01% | 912 |
|
|
2025
Q1 | $313K | Sell |
719
-39
| -5% | -$17K | 0.01% | 843 |
|
|
2024
Q4 | $279K | Sell |
758
-748
| -50% | -$276K | 0.01% | 877 |
|
|
2024
Q3 | $780K | Buy |
1,506
+135
| +10% | +$69.9K | 0.02% | 576 |
|
|
2024
Q2 | $743K | Buy |
1,371
+318
| +30% | +$172K | 0.03% | 510 |
|
|
2024
Q1 | $546K | Buy |
1,053
+142
| +16% | +$73.6K | 0.02% | 597 |
|
|
2023
Q4 | $430K | Sell |
911
-40
| -4% | -$18.9K | 0.02% | 652 |
|
|
2023
Q3 | $414K | Buy |
951
+51
| +6% | +$22.2K | 0.02% | 611 |
|
|
2023
Q2 | $400K | Buy |
900
+49
| +6% | +$21.8K | 0.02% | 619 |
|
|
2023
Q1 | $391K | Buy |
851
+76
| +10% | +$35K | 0.02% | 597 |
|
|
2022
Q4 | $397K | Buy |
775
+43
| +6% | +$22K | 0.03% | 557 |
|
|
2022
Q3 | $333K | Buy |
+732
| New | +$333K | 0.03% | 587 |
|
|
2021
Q3 | – | Sell |
-772
| Closed | -$295K | – | 854 |
|
|
2021
Q2 | $295K | Buy |
772
+39
| +5% | +$14.9K | 0.02% | 721 |
|
|
2021
Q1 | $263K | Buy |
733
+108
| +17% | +$38.8K | 0.02% | 680 |
|
|
2020
Q4 | $201K | Buy |
+625
| New | +$201K | 0.02% | 687 |
|
|
2020
Q1 | – | Sell |
-718
| Closed | -$217K | – | 580 |
|
|
2019
Q4 | $217K | Buy |
+718
| New | +$217K | 0.03% | 544 |
|
|
2018
Q2 | – | Sell |
-94
| Closed | -$21K | – | 684 |
|
|
2018
Q1 | $21K | Hold |
94
| – | – | 0.01% | 955 |
|
|
2017
Q4 | $22K | Buy |
94
+29
| +45% | +$6.79K | 0.01% | 958 |
|
|
2017
Q3 | $12K | Sell |
65
-2
| -3% | -$369 | 0.01% | 907 |
|
|
2017
Q2 | $73 | Buy |
67
+44
| +191% | +$48 | 0.04% | 411 |
|
|
2017
Q1 | $4K | Sell |
23
-31
| -57% | -$5.39K | ﹤0.01% | 978 |
|
|
2016
Q4 | $8K | Buy |
+54
| New | +$8K | 0.01% | 832 |
|