IDA
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Intelligence Driven Advisers’s Elevance Health ELV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-526
Closed -$229K 121
2025
Q1
$229K Sell
526
-266
-34% -$116K 0.04% 86
2024
Q4
$292K Sell
792
-387
-33% -$143K 0.06% 75
2024
Q3
$613K Buy
1,179
+71
+6% +$36.9K 0.09% 59
2024
Q2
$600K Buy
1,108
+508
+85% +$275K 0.09% 61
2024
Q1
$311K Buy
+600
New +$311K 0.05% 73
2023
Q2
Sell
-494
Closed -$239K 97
2023
Q1
$239K Buy
494
+23
+5% +$11.1K 0.04% 79
2022
Q4
$224K Sell
471
-6
-1% -$2.85K 0.04% 91
2022
Q3
$228K Buy
+477
New +$228K 0.05% 98