Koss-Olinger Consulting’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 | – | Sell |
-534
| Closed | -$232K | – | 320 |
|
|
2025
Q1 | $232K | Buy |
+534
| New | +$232K | 0.02% | 281 |
|
|
2024
Q4 | – | Sell |
-531
| Closed | -$276K | – | 219 |
|
|
2024
Q3 | $276K | Hold |
531
| – | – | 0.02% | 236 |
|
|
2024
Q2 | $288K | Buy |
+531
| New | +$288K | 0.03% | 218 |
|
|
2024
Q1 | – | Sell |
-539
| Closed | -$254K | – | 122 |
|
|
2023
Q4 | $254K | Hold |
539
| – | – | 0.02% | 260 |
|
|
2023
Q3 | $235K | Buy |
539
+18
| +3% | +$7.85K | 0.03% | 234 |
|
|
2023
Q2 | $231K | Hold |
521
| – | – | 0.03% | 225 |
|
|
2023
Q1 | $240K | Buy |
521
+83
| +19% | +$38.2K | 0.03% | 207 |
|
|
2022
Q4 | $225K | Sell |
438
-257
| -37% | -$132K | 0.03% | 199 |
|
|
2022
Q3 | $316K | Buy |
695
+94
| +16% | +$42.7K | 0.05% | 142 |
|
|
2022
Q2 | $290K | Sell |
601
-222
| -27% | -$107K | 0.05% | 135 |
|
|
2022
Q1 | $404K | Buy |
823
+5
| +0.6% | +$2.45K | 0.07% | 121 |
|
|
2021
Q4 | $379K | Buy |
818
+18
| +2% | +$8.34K | 0.06% | 135 |
|
|
2021
Q3 | $298K | Buy |
+800
| New | +$298K | 0.05% | 170 |
|