Latitude Advisors’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 | $346K | Sell |
891
-4
| -0.4% | -$1.56K | 0.17% | 129 |
|
|
2025
Q1 | $389K | Sell |
895
-41
| -4% | -$17.8K | 0.23% | 105 |
|
|
2024
Q4 | $345K | Sell |
936
-31
| -3% | -$11.4K | 0.19% | 115 |
|
|
2024
Q3 | $503K | Buy |
967
+16
| +2% | +$8.32K | 0.28% | 89 |
|
|
2024
Q2 | $515K | Sell |
951
-6
| -0.6% | -$3.25K | 0.31% | 72 |
|
|
2024
Q1 | $496K | Buy |
957
+32
| +3% | +$16.6K | 0.31% | 73 |
|
|
2023
Q4 | $436K | Buy |
925
+8
| +0.9% | +$3.77K | 0.31% | 83 |
|
|
2023
Q3 | $399K | Sell |
917
-5
| -0.5% | -$2.18K | 0.29% | 84 |
|
|
2023
Q2 | $410K | Buy |
922
+28
| +3% | +$12.4K | 0.28% | 86 |
|
|
2023
Q1 | $411K | Buy |
894
+94
| +12% | +$43.2K | 0.3% | 93 |
|
|
2022
Q4 | $410K | Buy |
800
+9
| +1% | +$4.62K | 0.31% | 82 |
|
|
2022
Q3 | $359K | Hold |
791
| – | – | 0.3% | 83 |
|
|
2022
Q2 | $382K | Sell |
791
-1,582
| -67% | -$764K | 0.35% | 83 |
|
|
2022
Q1 | $1.17M | Buy |
2,373
+747
| +46% | +$367K | 0.26% | 85 |
|
|
2021
Q4 | $754K | Hold |
1,626
| – | – | 0.21% | 104 |
|
|
2021
Q3 | $606K | Buy |
1,626
+813
| +100% | +$303K | 0.19% | 109 |
|
|
2021
Q2 | $310K | Sell |
813
-19
| -2% | -$7.25K | 0.23% | 106 |
|
|
2021
Q1 | $299K | Sell |
832
-42
| -5% | -$15.1K | 0.25% | 106 |
|
|
2020
Q4 | $281K | Buy |
+874
| New | +$281K | 0.25% | 102 |
|