IAA
Independent Advisor Alliance’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
3,507
-45
| -1% | -$17.5K | 0.04% | 351 |
|
|
2025
Q1 | $1.54M | Sell |
3,552
-438
| -11% | -$190K | 0.05% | 291 |
|
|
2024
Q4 | $1.47M | Sell |
3,990
-4,511
| -53% | -$1.66M | 0.02% | 607 |
|
|
2024
Q3 | $4.42M | Sell |
8,501
-512
| -6% | -$266K | 0.16% | 111 |
|
|
2024
Q2 | $4.88M | Sell |
9,013
-199
| -2% | -$108K | 0.17% | 103 |
|
|
2024
Q1 | $4.78M | Buy |
9,212
+294
| +3% | +$152K | 0.17% | 105 |
|
|
2023
Q4 | $4.21M | Buy |
8,918
+40
| +0.5% | +$18.9K | 0.15% | 116 |
|
|
2023
Q3 | $3.87M | Sell |
8,878
-227
| -2% | -$98.8K | 0.17% | 107 |
|
|
2023
Q2 | $4.05M | Sell |
9,105
-219
| -2% | -$97.3K | 0.18% | 104 |
|
|
2023
Q1 | $4.29M | Sell |
9,324
-2,235
| -19% | -$1.03M | 0.21% | 97 |
|
|
2022
Q4 | $5.93K | Buy |
11,559
+40
| +0.3% | +$21 | ﹤0.01% | 185 |
|
|
2022
Q3 | $5.23M | Buy |
11,519
+1,803
| +19% | +$819K | 0.31% | 77 |
|
|
2022
Q2 | $4.69M | Sell |
9,716
-104
| -1% | -$50.2K | 0.26% | 89 |
|
|
2022
Q1 | $4.82M | Buy |
9,820
+7,347
| +297% | +$3.61M | 0.23% | 89 |
|
|
2021
Q4 | $1.15M | Sell |
2,473
-181
| -7% | -$83.9K | 0.06% | 259 |
|
|
2021
Q3 | $989K | Buy |
2,654
+148
| +6% | +$55.2K | 0.06% | 269 |
|
|
2021
Q2 | $957K | Sell |
2,506
-676
| -21% | -$258K | 0.05% | 288 |
|
|
2021
Q1 | $1.14M | Buy |
3,182
+12
| +0.4% | +$4.31K | 0.07% | 233 |
|
|
2020
Q4 | $1.02M | Buy |
3,170
+1,120
| +55% | +$360K | 0.07% | 212 |
|
|
2020
Q3 | $550K | Sell |
2,050
-207
| -9% | -$55.5K | 0.04% | 269 |
|
|
2020
Q2 | $593K | Buy |
2,257
+127
| +6% | +$33.4K | 0.06% | 234 |
|
|
2020
Q1 | $484K | Buy |
2,130
+46
| +2% | +$10.5K | 0.07% | 218 |
|
|
2019
Q4 | $629K | Sell |
2,084
-372
| -15% | -$112K | 0.03% | 480 |
|
|
2019
Q3 | $590K | Sell |
2,456
-2,042
| -45% | -$491K | 0.07% | 230 |
|
|
2019
Q2 | $1.27M | Sell |
4,498
-36
| -0.8% | -$10.2K | 0.18% | 112 |
|
|
2019
Q1 | $1.3M | Buy |
4,534
+2,144
| +90% | +$615K | 0.18% | 114 |
|
|
2018
Q4 | $628K | Buy |
2,390
+336
| +16% | +$88.3K | 0.11% | 170 |
|
|
2018
Q3 | $478K | Sell |
2,054
-1,814
| -47% | -$422K | 0.09% | 190 |
|
|
2018
Q2 | $870K | Sell |
3,868
-302
| -7% | -$67.9K | 0.18% | 127 |
|
|
2018
Q1 | $918K | Buy |
4,170
+304
| +8% | +$66.9K | 0.2% | 117 |
|
|
2017
Q4 | $896K | Buy |
3,866
+1,442
| +59% | +$334K | 0.2% | 126 |
|
|
2017
Q3 | $462K | Buy |
2,424
+188
| +8% | +$35.8K | 0.13% | 157 |
|
|
2017
Q2 | $430K | Sell |
2,236
-76
| -3% | -$14.6K | 0.14% | 159 |
|
|
2017
Q1 | $381K | Buy |
+2,312
| New | +$381K | 0.06% | 264 |
|