IAS
IMA Advisory Services’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
3,647
+235
| +7% | +$91.4K | 0.15% | 99 |
|
|
2025
Q1 | $1.48M | Sell |
3,412
-214
| -6% | -$93.1K | 0.18% | 95 |
|
|
2024
Q4 | $1.34M | Sell |
3,626
-871
| -19% | -$321K | 0.16% | 104 |
|
|
2024
Q3 | $2.34M | Sell |
4,497
-175
| -4% | -$91K | 0.51% | 58 |
|
|
2024
Q2 | $2.53M | Buy |
+4,672
| New | +$2.53M | 1.12% | 29 |
|
|
2023
Q4 | – | Sell |
-5,949
| Closed | -$2.59M | – | 120 |
|
|
2023
Q3 | $2.59M | Sell |
5,949
-174
| -3% | -$75.8K | 0.67% | 52 |
|
|
2023
Q2 | $2.72M | Buy |
6,123
+890
| +17% | +$395K | 0.7% | 51 |
|
|
2023
Q1 | $2.41M | Buy |
+5,233
| New | +$2.41M | 0.62% | 51 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 378 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 359 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$6K | – | 262 |
|
|
2019
Q4 | $6K | Hold |
20
| – | – | ﹤0.01% | 237 |
|
|
2019
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 246 |
|
|
2019
Q2 | $6K | Buy |
+20
| New | +$6K | ﹤0.01% | 224 |
|
|
2018
Q3 | – | Sell |
-6
| Closed | -$1K | – | 377 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 426 |
|
|
2016
Q4 | – | Sell |
-4,016
| Closed | -$503K | – | 116 |
|
|
2016
Q3 | $503K | Buy |
4,016
+756
| +23% | +$94.7K | 0.29% | 81 |
|
|
2016
Q2 | $428K | Sell |
3,260
-160
| -5% | -$21K | 0.27% | 80 |
|
|
2016
Q1 | $456K | Sell |
3,420
-20
| -0.6% | -$2.67K | 0.26% | 79 |
|
|
2015
Q4 | $460K | Buy |
+3,440
| New | +$460K | 0.28% | 80 |
|