Knollwood Investment Advisory’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 | $1.23M | Hold |
3,164
| – | – | 0.12% | 167 |
|
|
2025
Q1 | $1.38M | Hold |
3,164
| – | – | 0.15% | 151 |
|
|
2024
Q4 | $1.17M | Hold |
3,164
| – | – | 0.12% | 171 |
|
|
2024
Q3 | $1.65M | Sell |
3,164
-643
| -17% | -$334K | 0.18% | 138 |
|
|
2024
Q2 | $2.06M | Buy |
3,807
+1,157
| +44% | +$627K | 0.23% | 105 |
|
|
2024
Q1 | $1.37M | Hold |
2,650
| – | – | 0.25% | 78 |
|
|
2023
Q4 | $1.25M | Buy |
+2,650
| New | +$1.25M | 0.26% | 80 |
|