IAP
Indie Asset Partners’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,104
| Closed | -$480K | – | 77 |
|
|
2025
Q1 | $480K | Sell |
1,104
-191
| -15% | -$83.1K | 0.42% | 40 |
|
|
2024
Q4 | $478K | Sell |
1,295
-2
| -0.2% | -$738 | 0.38% | 47 |
|
|
2024
Q3 | $674K | Sell |
1,297
-4
| -0.3% | -$2.08K | 0.51% | 33 |
|
|
2024
Q2 | $705K | Sell |
1,301
-137
| -10% | -$74.3K | 0.56% | 28 |
|
|
2024
Q1 | $746K | Sell |
1,438
-75
| -5% | -$38.9K | 0.66% | 24 |
|
|
2023
Q4 | $714K | Sell |
1,513
-95
| -6% | -$44.8K | 0.64% | 22 |
|
|
2023
Q3 | $700K | Hold |
1,608
| – | – | 0.71% | 20 |
|
|
2023
Q2 | $714K | Hold |
1,608
| – | – | 0.78% | 19 |
|
|
2023
Q1 | $739K | Sell |
1,608
-66
| -4% | -$30.3K | 0.86% | 19 |
|
|
2022
Q4 | $859K | Sell |
1,674
-57
| -3% | -$29.2K | 0.94% | 15 |
|
|
2022
Q3 | $786K | Sell |
1,731
-10
| -0.6% | -$4.54K | 0.81% | 17 |
|
|
2022
Q2 | $840K | Sell |
1,741
-12
| -0.7% | -$5.79K | 0.74% | 19 |
|
|
2022
Q1 | $861K | Sell |
1,753
-119
| -6% | -$58.4K | 0.65% | 23 |
|
|
2021
Q4 | $868K | Sell |
1,872
-109
| -6% | -$50.5K | 0.63% | 27 |
|
|
2021
Q3 | $739K | Sell |
1,981
-1
| -0.1% | -$373 | 0.6% | 31 |
|
|
2021
Q2 | $757K | Buy |
1,982
+83
| +4% | +$31.7K | 0.61% | 30 |
|
|
2021
Q1 | $682K | Hold |
1,899
| – | – | 0.78% | 30 |
|
|
2020
Q4 | $610K | Sell |
1,899
-27
| -1% | -$8.67K | 0.71% | 33 |
|
|
2020
Q3 | $517K | Hold |
1,926
| – | – | 0.65% | 40 |
|
|
2020
Q2 | $537K | Hold |
1,926
| – | – | 0.67% | 40 |
|
|
2020
Q1 | $437K | Buy |
1,926
+35
| +2% | +$7.94K | 0.55% | 42 |
|
|
2019
Q4 | $571K | Buy |
+1,891
| New | +$571K | 0.61% | 36 |
|