Jones Financial Companies’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
48,830
+16,894
| +53% | +$6.46M | 0.01% | 272 |
|
|
2025
Q1 | $13.8M | Buy |
31,936
+17,908
| +128% | +$7.74M | 0.01% | 267 |
|
|
2024
Q4 | $5.17M | Buy |
14,028
+7,653
| +120% | +$2.82M | ﹤0.01% | 359 |
|
|
2024
Q3 | $3.34M | Buy |
6,375
+3,673
| +136% | +$1.92M | ﹤0.01% | 352 |
|
|
2024
Q2 | $1.46M | Buy |
2,702
+2,328
| +622% | +$1.26M | ﹤0.01% | 369 |
|
|
2024
Q1 | $194K | Buy |
374
+154
| +70% | +$79.8K | ﹤0.01% | 464 |
|
|
2023
Q4 | $104K | Buy |
220
+2
| +0.9% | +$943 | ﹤0.01% | 400 |
|
|
2023
Q3 | $94.9K | Buy |
218
+2
| +0.9% | +$871 | ﹤0.01% | 316 |
|
|
2023
Q2 | $96K | Hold |
216
| – | – | ﹤0.01% | 312 |
|
|
2023
Q1 | $99.3K | Sell |
216
-75
| -26% | -$34.5K | ﹤0.01% | 308 |
|
|
2022
Q4 | $149K | Buy |
291
+141
| +94% | +$72.2K | ﹤0.01% | 279 |
|
|
2022
Q3 | $68K | Sell |
150
-20
| -12% | -$9.07K | ﹤0.01% | 312 |
|
|
2022
Q2 | $82K | Buy |
170
+81
| +91% | +$39.1K | ﹤0.01% | 306 |
|
|
2022
Q1 | $44K | Sell |
89
-54
| -38% | -$26.7K | ﹤0.01% | 360 |
|
|
2021
Q4 | $66K | Buy |
143
+28
| +24% | +$12.9K | ﹤0.01% | 336 |
|
|
2021
Q3 | $43K | Sell |
115
-8
| -7% | -$2.99K | ﹤0.01% | 338 |
|
|
2021
Q2 | $47K | Sell |
123
-70
| -36% | -$26.7K | ﹤0.01% | 315 |
|
|
2021
Q1 | $69K | Buy |
193
+149
| +339% | +$53.3K | ﹤0.01% | 312 |
|
|
2020
Q4 | $14K | Buy |
+44
| New | +$14K | ﹤0.01% | 396 |
|
|
2013
Q4 | – | Sell |
-203
| Closed | -$17K | – | 326 |
|
|
2013
Q3 | $17K | Buy |
+203
| New | +$17K | ﹤0.01% | 440 |
|