LVW Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-509
| Closed | -$265K | – | 314 |
|
|
2024
Q3 | $265K | Sell |
509
-303
| -37% | -$158K | 0.03% | 263 |
|
|
2024
Q2 | $440K | Buy |
812
+98
| +14% | +$53.1K | 0.06% | 190 |
|
|
2024
Q1 | $370K | Buy |
714
+181
| +34% | +$93.9K | 0.06% | 203 |
|
|
2023
Q4 | $251K | Buy |
+533
| New | +$251K | 0.05% | 228 |
|
|
2023
Q2 | – | Sell |
-626
| Closed | -$288K | – | 209 |
|
|
2023
Q1 | $288K | Sell |
626
-1
| -0.2% | -$460 | 0.06% | 190 |
|
|
2022
Q4 | $322K | Hold |
627
| – | – | 0.07% | 175 |
|
|
2022
Q3 | $285K | Sell |
627
-5
| -0.8% | -$2.27K | 0.06% | 177 |
|
|
2022
Q2 | $305K | Sell |
632
-5
| -0.8% | -$2.41K | 0.06% | 179 |
|
|
2022
Q1 | $313K | Buy |
637
+3
| +0.5% | +$1.47K | 0.05% | 185 |
|
|
2021
Q4 | $294K | Buy |
+634
| New | +$294K | 0.05% | 198 |
|