Laurel Wealth Advisors (California)’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $683K | Sell |
1,332
-16
| -1% | -$8.2K | 0.07% | 292 |
|
|
2022
Q3 | $612K | Sell |
1,348
-11
| -0.8% | -$4.99K | 0.07% | 305 |
|
|
2022
Q2 | $656K | Sell |
1,359
-412
| -23% | -$199K | 0.07% | 299 |
|
|
2022
Q1 | $870K | Sell |
1,771
-21
| -1% | -$10.3K | 0.07% | 269 |
|
|
2021
Q4 | $831K | Sell |
1,792
-2
| -0.1% | -$927 | 0.06% | 313 |
|
|
2021
Q3 | $669K | Buy |
1,794
+18
| +1% | +$6.71K | 0.12% | 194 |
|
|
2021
Q2 | $678K | Sell |
1,776
-247
| -12% | -$94.3K | 0.09% | 224 |
|
|
2021
Q1 | $726K | Sell |
2,023
-23
| -1% | -$8.25K | 0.11% | 192 |
|
|
2020
Q4 | $657K | Buy |
2,046
+40
| +2% | +$12.8K | 0.1% | 200 |
|
|
2020
Q3 | $539K | Buy |
2,006
+246
| +14% | +$66.1K | 0.09% | 215 |
|
|
2020
Q2 | $463K | Buy |
1,760
+247
| +16% | +$65K | 0.08% | 230 |
|
|
2020
Q1 | $344K | Sell |
1,513
-1
| -0.1% | -$227 | 0.08% | 251 |
|
|
2019
Q4 | $457K | Buy |
1,514
+6
| +0.4% | +$1.81K | 0.08% | 259 |
|
|
2019
Q3 | $362K | Sell |
1,508
-117
| -7% | -$28.1K | 0.06% | 306 |
|
|
2019
Q2 | $459K | Buy |
1,625
+127
| +8% | +$35.9K | 0.1% | 217 |
|
|
2019
Q1 | $430K | Sell |
1,498
-79
| -5% | -$22.7K | 0.11% | 207 |
|
|
2018
Q4 | $414K | Buy |
1,577
+6
| +0.4% | +$1.58K | 0.12% | 189 |
|
|
2018
Q3 | $430K | Sell |
1,571
-9
| -0.6% | -$2.46K | 0.11% | 210 |
|
|
2018
Q2 | $376K | Hold |
1,580
| – | – | 0.1% | 217 |
|
|
2018
Q1 | $347K | Buy |
1,580
+11
| +0.7% | +$2.42K | 0.11% | 215 |
|
|
2017
Q4 | $353K | Buy |
1,569
+12
| +0.8% | +$2.7K | 0.1% | 221 |
|
|
2017
Q3 | $295K | Buy |
+1,557
| New | +$295K | 0.1% | 217 |
|