Lifeworks 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 | $504K | Buy |
1,295
+51
| +4% | +$19.8K | 0.08% | 193 |
|
|
2025
Q1 | $541K | Buy |
1,244
+47
| +4% | +$20.4K | 0.09% | 175 |
|
|
2024
Q4 | $442K | Buy |
1,197
+160
| +15% | +$59K | 0.08% | 184 |
|
|
2024
Q3 | $539K | Buy |
1,037
+25
| +2% | +$13K | 0.11% | 153 |
|
|
2024
Q2 | $548K | Sell |
1,012
-68
| -6% | -$36.8K | 0.15% | 121 |
|
|
2024
Q1 | $560K | Buy |
1,080
+147
| +16% | +$76.2K | 0.16% | 121 |
|
|
2023
Q4 | $440K | Buy |
933
+13
| +1% | +$6.13K | 0.15% | 126 |
|
|
2023
Q3 | $401K | Buy |
920
+32
| +4% | +$13.9K | 0.16% | 132 |
|
|
2023
Q2 | $395K | Buy |
888
+4
| +0.5% | +$1.78K | 0.17% | 118 |
|
|
2023
Q1 | $406K | Buy |
884
+20
| +2% | +$9.2K | 0.19% | 112 |
|
|
2022
Q4 | $443K | Sell |
864
-391
| -31% | -$201K | 0.25% | 85 |
|
|
2022
Q3 | $686K | Sell |
1,255
-178
| -12% | -$97.3K | 0.39% | 83 |
|
|
2022
Q2 | $692K | Buy |
1,433
+9
| +0.6% | +$4.35K | 0.44% | 78 |
|
|
2022
Q1 | $699K | Sell |
1,424
-440
| -24% | -$216K | 0.46% | 79 |
|
|
2021
Q4 | $864K | Buy |
+1,864
| New | +$864K | 0.69% | 47 |
|