Integrated Wealth Concepts’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 | $1.49M | Buy |
3,819
+169
| +5% | +$65.7K | 0.01% | 735 |
|
|
2025
Q1 | $1.59M | Sell |
3,650
-395
| -10% | -$172K | 0.02% | 641 |
|
|
2024
Q4 | $1.49M | Buy |
4,045
+289
| +8% | +$107K | 0.02% | 655 |
|
|
2024
Q3 | $1.95M | Buy |
3,756
+114
| +3% | +$59.3K | 0.02% | 557 |
|
|
2024
Q2 | $1.97M | Buy |
3,642
+302
| +9% | +$164K | 0.03% | 511 |
|
|
2024
Q1 | $1.73M | Buy |
3,340
+116
| +4% | +$60.2K | 0.03% | 570 |
|
|
2023
Q4 | $1.52M | Buy |
3,224
+25
| +0.8% | +$11.8K | 0.02% | 573 |
|
|
2023
Q3 | $1.39M | Sell |
3,199
-167
| -5% | -$72.7K | 0.02% | 568 |
|
|
2023
Q2 | $1.5M | Buy |
3,366
+102
| +3% | +$45.3K | 0.03% | 546 |
|
|
2023
Q1 | $1.5M | Buy |
3,264
+1,609
| +97% | +$740K | 0.03% | 486 |
|
|
2022
Q4 | $849K | Buy |
1,655
+132
| +9% | +$67.7K | 0.02% | 508 |
|
|
2022
Q3 | $692K | Buy |
1,523
+69
| +5% | +$31.4K | 0.02% | 505 |
|
|
2022
Q2 | $702K | Sell |
1,454
-621
| -30% | -$300K | 0.02% | 507 |
|
|
2022
Q1 | $1.02M | Buy |
2,075
+565
| +37% | +$277K | 0.03% | 389 |
|
|
2021
Q4 | $700K | Buy |
1,510
+540
| +56% | +$250K | 0.02% | 526 |
|
|
2021
Q3 | $362K | Buy |
+970
| New | +$362K | 0.01% | 667 |
|