Madison Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.47M | Buy |
5,678
+411
| +8% | +$179K | 0.52% | 63 |
|
|
2023
Q2 | $2.34M | Buy |
5,267
+200
| +4% | +$88.9K | 0.47% | 65 |
|
|
2023
Q1 | $2.33M | Buy |
5,067
+342
| +7% | +$157K | 0.5% | 65 |
|
|
2022
Q4 | $2.42M | Hold |
4,725
| – | – | 0.55% | 58 |
|
|
2022
Q3 | $2.15M | Sell |
4,725
-2
| -0% | -$908 | 0.53% | 56 |
|
|
2022
Q2 | $2.28M | Hold |
4,727
| – | – | 0.55% | 55 |
|
|
2022
Q1 | $2.32M | Buy |
4,727
+70
| +2% | +$34.4K | 0.49% | 57 |
|
|
2021
Q4 | $2.16M | Hold |
4,657
| – | – | 0.43% | 63 |
|
|
2021
Q3 | $1.74M | Hold |
4,657
| – | – | 0.38% | 64 |
|
|
2021
Q2 | $1.78M | Buy |
4,657
+4
| +0.1% | +$1.53K | 0.39% | 65 |
|
|
2021
Q1 | $1.67M | Hold |
4,653
| – | – | 0.41% | 60 |
|
|
2020
Q4 | $1.49M | Buy |
4,653
+3,475
| +295% | +$1.12M | 0.39% | 55 |
|
|
2020
Q3 | $316K | Hold |
1,178
| – | – | 0.09% | 107 |
|
|
2020
Q2 | $310K | Hold |
1,178
| – | – | 0.1% | 99 |
|
|
2020
Q1 | $267K | Hold |
1,178
| – | – | 0.11% | 99 |
|
|
2019
Q4 | $356K | Buy |
+1,178
| New | +$356K | 0.1% | 110 |
|