Kapstone Financial Advisors’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 | $527K | Sell |
1,355
-24
| -2% | -$9.34K | 0.26% | 58 |
|
|
2025
Q1 | $600K | Hold |
1,379
| – | – | 0.34% | 48 |
|
|
2024
Q4 | $552K | Sell |
1,379
-247
| -15% | -$98.9K | 0.29% | 56 |
|
|
2024
Q3 | $852K | Sell |
1,626
-70
| -4% | -$36.7K | 0.52% | 35 |
|
|
2024
Q2 | $919K | Buy |
1,696
+39
| +2% | +$21.1K | 0.6% | 31 |
|
|
2024
Q1 | $859K | Buy |
1,657
+129
| +8% | +$66.9K | 0.59% | 35 |
|
|
2023
Q4 | $734K | Buy |
1,528
+42
| +3% | +$20.2K | 0.58% | 33 |
|
|
2023
Q3 | $647K | Buy |
1,486
+120
| +9% | +$52.3K | 0.58% | 33 |
|
|
2023
Q2 | $639K | Buy |
1,366
+252
| +23% | +$118K | 0.53% | 36 |
|
|
2023
Q1 | $553K | Hold |
1,114
| – | – | 0.5% | 44 |
|
|
2022
Q4 | $535K | Buy |
+1,114
| New | +$535K | 0.49% | 47 |
|