L.J. Altfest & Co’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 | $298K | Sell |
767
-9
| -1% | -$3.5K | 0.04% | 283 |
|
|
2025
Q1 | $338K | Hold |
776
| – | – | 0.04% | 255 |
|
|
2024
Q4 | $286K | Sell |
776
-1
| -0.1% | -$369 | 0.04% | 274 |
|
|
2024
Q3 | $404K | Sell |
777
-3
| -0.4% | -$1.56K | 0.05% | 239 |
|
|
2024
Q2 | $422K | Buy |
780
+11
| +1% | +$5.95K | 0.06% | 217 |
|
|
2024
Q1 | $399K | Sell |
769
-555
| -42% | -$288K | 0.06% | 216 |
|
|
2023
Q4 | $625K | Buy |
1,324
+68
| +5% | +$32.1K | 0.09% | 156 |
|
|
2023
Q3 | $547K | Buy |
1,256
+499
| +66% | +$217K | 0.09% | 165 |
|
|
2023
Q2 | $336K | Buy |
757
+1
| +0.1% | +$444 | 0.05% | 224 |
|
|
2023
Q1 | $347K | Hold |
756
| – | – | 0.05% | 207 |
|
|
2022
Q4 | $388K | Buy |
756
+1
| +0.1% | +$513 | 0.06% | 176 |
|
|
2022
Q3 | $343K | Hold |
755
| – | – | 0.06% | 187 |
|
|
2022
Q2 | $364K | Sell |
755
-14
| -2% | -$6.75K | 0.07% | 179 |
|
|
2022
Q1 | $378K | Buy |
769
+14
| +2% | +$6.88K | 0.07% | 180 |
|
|
2021
Q4 | $350K | Hold |
755
| – | – | 0.07% | 191 |
|
|
2021
Q3 | $281K | Hold |
755
| – | – | 0.06% | 215 |
|
|
2021
Q2 | $288K | Buy |
755
+1
| +0.1% | +$381 | 0.06% | 213 |
|
|
2021
Q1 | $271K | Hold |
754
| – | – | 0.06% | 218 |
|
|
2020
Q4 | $242K | Hold |
754
| – | – | 0.06% | 224 |
|
|
2020
Q3 | $203K | Buy |
+754
| New | +$203K | 0.05% | 216 |
|
|
2015
Q4 | – | Sell |
-775
| Closed | -$109K | – | 102 |
|
|
2015
Q3 | $109K | Buy |
+775
| New | +$109K | 0.11% | 111 |
|