Jackson Grant Investment Advisers’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 | $42.4K | Hold |
109
| – | – | 0.02% | 190 |
|
|
2025
Q1 | $47.4K | Hold |
109
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $40.2K | Hold |
109
| – | – | 0.02% | 189 |
|
|
2024
Q3 | $56.7K | Hold |
109
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $59.1K | Hold |
109
| – | – | 0.02% | 170 |
|
|
2024
Q1 | $56.5K | Hold |
109
| – | – | 0.02% | 170 |
|
|
2023
Q4 | $51.4K | Hold |
109
| – | – | 0.02% | 169 |
|
|
2023
Q3 | $47.5K | Hold |
109
| – | – | 0.02% | 170 |
|
|
2023
Q2 | $48.4K | Hold |
109
| – | – | 0.02% | 173 |
|
|
2023
Q1 | $50.1K | Buy |
109
+4
| +4% | +$1.84K | 0.02% | 185 |
|
|
2022
Q4 | $53.9K | Hold |
105
| – | – | 0.03% | 172 |
|
|
2022
Q3 | $48K | Hold |
105
| – | – | 0.03% | 173 |
|
|
2022
Q2 | $51K | Hold |
105
| – | – | 0.03% | 178 |
|
|
2022
Q1 | $52K | Hold |
105
| – | – | 0.02% | 195 |
|
|
2021
Q4 | $49K | Hold |
105
| – | – | 0.03% | 170 |
|
|
2021
Q3 | $39K | Hold |
105
| – | – | 0.02% | 226 |
|
|
2021
Q2 | $40K | Buy |
105
+10
| +11% | +$3.81K | 0.02% | 226 |
|
|
2021
Q1 | $34K | Buy |
+95
| New | +$34K | 0.02% | 236 |
|
|
2019
Q4 | – | Sell |
-83
| Closed | -$20K | – | 221 |
|
|
2019
Q3 | $20K | Hold |
83
| – | – | 0.01% | 189 |
|
|
2019
Q2 | $23K | Hold |
83
| – | – | 0.01% | 184 |
|
|
2019
Q1 | $24K | Sell |
83
-8
| -9% | -$2.31K | 0.01% | 177 |
|
|
2018
Q4 | $24K | Sell |
91
-17
| -16% | -$4.48K | 0.02% | 175 |
|
|
2018
Q3 | $30K | Buy |
+108
| New | +$30K | 0.02% | 169 |
|
|
2018
Q2 | – | Sell |
-108
| Closed | -$24K | – | 217 |
|
|
2018
Q1 | $24K | Hold |
108
| – | – | 0.02% | 178 |
|
|
2017
Q4 | $24K | Sell |
108
-107
| -50% | -$23.8K | 0.02% | 179 |
|
|
2017
Q3 | $41K | Hold |
215
| – | – | 0.03% | 154 |
|
|
2017
Q2 | $40K | Buy |
215
+1
| +0.5% | +$186 | 0.03% | 140 |
|
|
2017
Q1 | $35K | Buy |
214
+1
| +0.5% | +$164 | 0.03% | 137 |
|
|
2016
Q4 | $31K | Buy |
213
+1
| +0.5% | +$146 | 0.03% | 140 |
|
|
2016
Q3 | $27K | Buy |
212
+1
| +0.5% | +$127 | 0.02% | 138 |
|
|
2016
Q2 | $28K | Buy |
211
+1
| +0.5% | +$133 | 0.02% | 132 |
|
|
2016
Q1 | $29K | Buy |
210
+1
| +0.5% | +$138 | 0.03% | 126 |
|
|
2015
Q4 | $29K | Buy |
+209
| New | +$29K | 0.03% | 127 |
|