Independent Portfolio Consultants’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $494K | Sell |
2,625
-1,069
| -29% | -$201K | 0.2% | 164 |
|
|
2017
Q1 | $611K | Sell |
3,694
-2,092
| -36% | -$346K | 0.21% | 168 |
|
|
2016
Q4 | $832K | Buy |
5,786
+1,282
| +28% | +$184K | 0.27% | 119 |
|
|
2016
Q3 | $564K | Buy |
4,504
+157
| +4% | +$19.7K | 0.18% | 211 |
|
|
2016
Q2 | $571K | Sell |
4,347
-55
| -1% | -$7.23K | 0.18% | 196 |
|
|
2016
Q1 | $612K | Buy |
4,402
+95
| +2% | +$13.2K | 0.17% | 182 |
|
|
2015
Q4 | $601K | Sell |
4,307
-615
| -12% | -$85.8K | 0.18% | 168 |
|
|
2015
Q3 | $689K | Buy |
4,922
+740
| +18% | +$104K | 0.15% | 198 |
|
|
2015
Q2 | $686K | Sell |
4,182
-3,086
| -42% | -$506K | 0.14% | 204 |
|
|
2015
Q1 | $1.12M | Sell |
7,268
-1,215
| -14% | -$188K | 0.23% | 147 |
|
|
2014
Q4 | $1.07M | Sell |
8,483
-490
| -5% | -$61.6K | 0.21% | 152 |
|
|
2014
Q3 | $1.07M | Sell |
8,973
-538
| -6% | -$64.3K | 0.29% | 82 |
|
|
2014
Q2 | $1.02M | Buy |
9,511
+521
| +6% | +$56K | 0.29% | 84 |
|
|
2014
Q1 | $894K | Sell |
8,990
-635
| -7% | -$63.1K | 0.28% | 100 |
|
|
2013
Q4 | $889K | Buy |
9,625
+253
| +3% | +$23.4K | 0.31% | 77 |
|
|
2013
Q3 | $784K | Sell |
9,372
-723
| -7% | -$60.5K | 0.31% | 84 |
|
|
2013
Q2 | $826K | Buy |
+10,095
| New | +$826K | 0.37% | 58 |
|