Laurel Wealth Advisors (North Carolina)’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
$54K Buy
21,004
+20,950
+38,796% +$53.9K ﹤0.01% 549
2025
Q1
$23.5K Hold
54
﹤0.01% 395
2024
Q4
$19.9K Sell
54
-4
-7% -$1.48K ﹤0.01% 416
2024
Q3
$30.2K Sell
58
-16
-22% -$8.32K ﹤0.01% 364
2024
Q2
$40.1K Hold
74
0.01% 307
2024
Q1
$38.4K Buy
74
+4
+6% +$2.07K 0.01% 318
2023
Q4
$33K Hold
70
0.01% 315
2023
Q3
$30.5K Hold
70
0.01% 322
2023
Q2
$31.1K Hold
70
0.01% 326
2023
Q1
$32.2K Hold
70
0.01% 324
2022
Q4
$35.9K Hold
70
0.01% 287
2022
Q3
$32K Hold
70
0.01% 292
2022
Q2
$34K Hold
70
0.01% 286
2022
Q1
$34K Hold
70
0.01% 297
2021
Q4
$32K Hold
70
0.01% 300
2021
Q3
$26K Hold
70
0.01% 315
2021
Q2
$27K Hold
70
0.01% 343
2021
Q1
$25K Hold
70
0.01% 331
2020
Q4
$22K Hold
70
0.01% 332
2020
Q3
$19K Sell
70
-16
-19% -$4.34K 0.01% 319
2020
Q2
$23K Sell
86
-16
-16% -$4.28K 0.01% 301
2020
Q1
$23K Buy
102
+16
+19% +$3.61K 0.01% 280
2019
Q4
$26K Sell
86
-50
-37% -$15.1K 0.01% 302
2019
Q3
$33K Buy
136
+15
+12% +$3.64K 0.01% 269
2019
Q2
$34K Sell
121
-15
-11% -$4.22K 0.01% 271
2019
Q1
$39K Hold
136
0.01% 254
2018
Q4
$36K Buy
+136
New +$36K 0.01% 242