Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-672
| Closed | -$364K | – | 184 |
|
|
2024
Q2 | $364K | Hold |
672
| – | – | 0.2% | 119 |
|
|
2024
Q1 | $348K | Sell |
672
-381
| -36% | -$198K | 0.19% | 122 |
|
|
2023
Q4 | $497K | Sell |
1,053
-13
| -1% | -$6.13K | 0.18% | 129 |
|
|
2023
Q3 | $464K | Sell |
1,066
-95
| -8% | -$41.4K | 0.15% | 158 |
|
|
2023
Q2 | $516K | Buy |
1,161
+111
| +11% | +$49.3K | 0.1% | 196 |
|
|
2023
Q1 | $483K | Buy |
1,050
+513
| +96% | +$236K | 0.1% | 204 |
|
|
2022
Q4 | $275K | Buy |
537
+1
| +0.2% | +$513 | 0.06% | 278 |
|
|
2022
Q3 | $244K | Buy |
536
+3
| +0.6% | +$1.37K | 0.06% | 269 |
|
|
2022
Q2 | $257K | Buy |
533
+28
| +6% | +$13.5K | 0.05% | 299 |
|
|
2022
Q1 | $248K | Buy |
505
+6
| +1% | +$2.95K | 0.04% | 328 |
|
|
2021
Q4 | $231K | Buy |
+499
| New | +$231K | 0.04% | 359 |
|