Legacy Trust’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 | $2.03M | Buy |
5,207
+10
| +0.2% | +$3.89K | 0.5% | 50 |
|
|
2025
Q1 | $2.26M | Buy |
5,197
+15
| +0.3% | +$6.52K | 0.54% | 52 |
|
|
2024
Q4 | $1.91M | Sell |
5,182
-49
| -0.9% | -$18.1K | 0.44% | 59 |
|
|
2024
Q3 | $2.72M | Buy |
5,231
+17
| +0.3% | +$8.84K | 0.62% | 53 |
|
|
2024
Q2 | $2.83M | Hold |
5,214
| – | – | 0.7% | 48 |
|
|
2024
Q1 | $2.7M | Buy |
5,214
+25
| +0.5% | +$13K | 0.67% | 49 |
|
|
2023
Q4 | $2.45M | Hold |
5,189
| – | – | 0.64% | 51 |
|
|
2023
Q3 | $2.26M | Buy |
5,189
+6
| +0.1% | +$2.61K | 0.66% | 53 |
|
|
2023
Q2 | $2.3M | Buy |
5,183
+7
| +0.1% | +$3.11K | 0.63% | 53 |
|
|
2023
Q1 | $2.38M | Hold |
5,176
| – | – | 0.71% | 49 |
|
|
2022
Q4 | $2.66M | Buy |
+5,176
| New | +$2.66M | 0.82% | 41 |
|