Insight Wealth Strategies’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,083
| Closed | -$1.6M | – | 157 |
|
|
2024
Q3 | $1.6M | Buy |
3,083
+62
| +2% | +$32.2K | 0.21% | 107 |
|
|
2024
Q2 | $1.64M | Buy |
3,021
+78
| +3% | +$42.3K | 0.23% | 104 |
|
|
2024
Q1 | $1.53M | Sell |
2,943
-12
| -0.4% | -$6.22K | 0.22% | 110 |
|
|
2023
Q4 | $1.39M | Buy |
2,955
+108
| +4% | +$50.9K | 0.23% | 100 |
|
|
2023
Q3 | $1.24M | Buy |
2,847
+242
| +9% | +$105K | 0.24% | 88 |
|
|
2023
Q2 | $1.16M | Buy |
2,605
+12
| +0.5% | +$5.33K | 0.22% | 85 |
|
|
2023
Q1 | $1.19M | Sell |
2,593
-72
| -3% | -$33.1K | 0.23% | 80 |
|
|
2022
Q4 | $1.37M | Buy |
2,665
+41
| +2% | +$21K | 0.26% | 73 |
|
|
2022
Q3 | $1.27M | Hold |
2,624
| – | – | 0.24% | 77 |
|
|
2022
Q2 | $1.27M | Sell |
2,624
-192
| -7% | -$92.6K | 0.24% | 77 |
|
|
2022
Q1 | $1.38M | Buy |
2,816
+269
| +11% | +$132K | 0.2% | 84 |
|
|
2021
Q4 | $1.18M | Buy |
2,547
+296
| +13% | +$137K | 0.17% | 89 |
|
|
2021
Q3 | $839K | Buy |
2,251
+91
| +4% | +$33.9K | 0.12% | 118 |
|
|
2021
Q2 | $825K | Sell |
2,160
-137
| -6% | -$52.3K | 0.12% | 116 |
|
|
2021
Q1 | $825K | Buy |
2,297
+1,384
| +152% | +$497K | 0.11% | 119 |
|
|
2020
Q4 | $293K | Buy |
913
+67
| +8% | +$21.5K | 0.05% | 168 |
|
|
2020
Q3 | $227K | Buy |
+846
| New | +$227K | 0.04% | 182 |
|
|
2020
Q2 | – | Sell |
-3,341
| Closed | -$758K | – | 171 |
|
|
2020
Q1 | $758K | Sell |
3,341
-5,478
| -62% | -$1.24M | 0.2% | 46 |
|
|
2019
Q4 | $2.66M | Buy |
8,819
+548
| +7% | +$166K | 0.56% | 29 |
|
|
2019
Q3 | $1.99M | Buy |
8,271
+960
| +13% | +$231K | 0.47% | 37 |
|
|
2019
Q2 | $2.06M | Buy |
7,311
+3,738
| +105% | +$1.05M | 0.5% | 32 |
|
|
2019
Q1 | $1.03M | Buy |
3,573
+114
| +3% | +$32.7K | 0.29% | 61 |
|
|
2018
Q4 | $908K | Buy |
+3,459
| New | +$908K | 0.28% | 54 |
|