Jaffetilchin Investment Partners’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 | – | Sell |
-923
| Closed | -$401K | – | 444 |
|
|
2025
Q1 | $401K | Buy |
+923
| New | +$401K | 0.03% | 273 |
|
|
2024
Q4 | – | Sell |
-35
| Closed | -$18K | – | 627 |
|
|
2024
Q3 | $18K | Buy |
+35
| New | +$18K | ﹤0.01% | 788 |
|
|
2019
Q2 | – | Sell |
-719
| Closed | -$206K | – | 278 |
|
|
2019
Q1 | $206K | Sell |
719
-177
| -20% | -$50.7K | 0.05% | 272 |
|
|
2018
Q4 | $235K | Sell |
896
-315
| -26% | -$82.6K | 0.06% | 221 |
|
|
2018
Q3 | $332K | Buy |
+1,211
| New | +$332K | 0.07% | 214 |
|
|
2015
Q4 | – | Sell |
-2,291
| Closed | -$321K | – | 197 |
|
|
2015
Q3 | $321K | Sell |
2,291
-5,470
| -70% | -$766K | 0.12% | 136 |
|
|
2015
Q2 | $1.27M | Buy |
7,761
+4,910
| +172% | +$806K | 0.38% | 41 |
|
|
2015
Q1 | $440K | Buy |
+2,851
| New | +$440K | 0.13% | 122 |
|