Kellett Wealth 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 | $250K | Hold |
643
| – | – | 0.16% | 60 |
|
|
2025
Q1 | $280K | Hold |
643
| – | – | 0.19% | 55 |
|
|
2024
Q4 | $237K | Hold |
643
| – | – | 0.16% | 61 |
|
|
2024
Q3 | $334K | Buy |
643
+30
| +5% | +$15.6K | 0.24% | 49 |
|
|
2024
Q2 | $332K | Hold |
613
| – | – | 0.27% | 44 |
|
|
2024
Q1 | $318K | Hold |
613
| – | – | 0.22% | 60 |
|
|
2023
Q4 | $289K | Hold |
613
| – | – | 0.22% | 63 |
|
|
2023
Q3 | $267K | Hold |
613
| – | – | 0.23% | 53 |
|
|
2023
Q2 | $272K | Hold |
613
| – | – | 0.25% | 44 |
|
|
2023
Q1 | $282K | Hold |
613
| – | – | 0.27% | 41 |
|
|
2022
Q4 | $314K | Hold |
613
| – | – | 0.31% | 39 |
|
|
2022
Q3 | $335K | Hold |
613
| – | – | 0.41% | 33 |
|
|
2022
Q2 | $296K | Hold |
613
| – | – | 0.38% | 39 |
|
|
2022
Q1 | $301K | Hold |
613
| – | – | 0.24% | 45 |
|
|
2021
Q4 | $284K | Buy |
+613
| New | +$284K | 0.22% | 51 |
|