KFG Wealth Management’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 | $338K | Sell |
869
-93
| -10% | -$36.2K | 0.05% | 151 |
|
|
2025
Q1 | $418K | Sell |
962
-10
| -1% | -$4.35K | 0.08% | 124 |
|
|
2024
Q4 | $359K | Sell |
972
-30
| -3% | -$11.1K | 0.07% | 128 |
|
|
2024
Q3 | $521K | Sell |
1,002
-30
| -3% | -$15.6K | 0.11% | 108 |
|
|
2024
Q2 | $559K | Buy |
1,032
+70
| +7% | +$37.9K | 0.22% | 83 |
|
|
2024
Q1 | $499K | Sell |
962
-40
| -4% | -$20.7K | 0.21% | 89 |
|
|
2023
Q4 | $473K | Hold |
1,002
| – | – | 0.22% | 78 |
|
|
2023
Q3 | $436K | Sell |
1,002
-122
| -11% | -$53.1K | 0.24% | 76 |
|
|
2023
Q2 | $499K | Sell |
1,124
-90
| -7% | -$40K | 0.29% | 62 |
|
|
2023
Q1 | $602K | Hold |
1,214
| – | – | 0.42% | 38 |
|
|
2022
Q4 | $623K | Buy |
+1,214
| New | +$623K | 0.64% | 32 |
|