Institute for Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
2,855
| – | – | 0.12% | 173 |
|
|
2025
Q1 | $1.24M | Sell |
2,855
-11
| -0.4% | -$4.79K | 0.16% | 140 |
|
|
2024
Q4 | $1.06M | Sell |
2,866
-130
| -4% | -$48K | 0.13% | 163 |
|
|
2024
Q3 | $1.56M | Sell |
2,996
-33
| -1% | -$17.2K | 0.2% | 115 |
|
|
2024
Q2 | $1.64M | Sell |
3,029
-3
| -0.1% | -$1.63K | 0.22% | 105 |
|
|
2024
Q1 | $1.57M | Hold |
3,032
| – | – | 0.2% | 108 |
|
|
2023
Q4 | $1.43M | Buy |
3,032
+53
| +2% | +$25K | 0.23% | 106 |
|
|
2023
Q3 | $1.3M | Sell |
2,979
-3
| -0.1% | -$1.31K | 0.23% | 103 |
|
|
2023
Q2 | $1.32M | Buy |
2,982
+56
| +2% | +$24.9K | 0.22% | 106 |
|
|
2023
Q1 | $1.35M | Sell |
2,926
-20
| -0.7% | -$9.2K | 0.26% | 97 |
|
|
2022
Q4 | $1.51M | Sell |
2,946
-71
| -2% | -$36.4K | 0.32% | 81 |
|
|
2022
Q3 | $1.37M | Sell |
3,017
-74
| -2% | -$33.6K | 0.31% | 89 |
|
|
2022
Q2 | $1.49M | Hold |
3,091
| – | – | 0.29% | 85 |
|
|
2022
Q1 | $1.52M | Sell |
3,091
-5
| -0.2% | -$2.46K | 0.25% | 103 |
|
|
2021
Q4 | $1.44M | Hold |
3,096
| – | – | 0.23% | 112 |
|
|
2021
Q3 | $1.15M | Hold |
3,096
| – | – | 0.2% | 125 |
|
|
2021
Q2 | $1.18M | Hold |
3,096
| – | – | 0.21% | 120 |
|
|
2021
Q1 | $1.11M | Sell |
3,096
-17
| -0.5% | -$6.1K | 0.21% | 123 |
|
|
2020
Q4 | $1M | Sell |
3,113
-13
| -0.4% | -$4.18K | 0.2% | 127 |
|
|
2020
Q3 | $840K | Sell |
3,126
-132
| -4% | -$35.5K | 0.19% | 133 |
|
|
2020
Q2 | $857K | Buy |
3,258
+121
| +4% | +$31.8K | 0.21% | 128 |
|
|
2020
Q1 | $712K | Sell |
3,137
-20
| -0.6% | -$4.54K | 0.22% | 127 |
|
|
2019
Q4 | $954K | Buy |
3,157
+321
| +11% | +$97K | 0.22% | 128 |
|
|
2019
Q3 | $681K | Hold |
2,836
| – | – | 0.17% | 177 |
|
|
2019
Q2 | $800K | Sell |
2,836
-54
| -2% | -$15.2K | 0.18% | 173 |
|
|
2019
Q1 | $829K | Hold |
2,890
| – | – | 0.18% | 155 |
|
|
2018
Q4 | $759K | Buy |
+2,890
| New | +$759K | 0.31% | 101 |
|
|
2018
Q1 | – | Sell |
-2,908
| Closed | -$656K | – | 293 |
|
|
2017
Q4 | $656K | Buy |
+2,908
| New | +$656K | 0.15% | 188 |
|
|
2017
Q3 | – | Sell |
-2,952
| Closed | -$556K | – | 283 |
|
|
2017
Q2 | $556K | Buy |
+2,952
| New | +$556K | 0.15% | 206 |
|