Marcum Wealth’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $214K | Buy |
+492
| New | +$214K | 0.02% | 355 |
|
|
2024
Q4 | – | Sell |
-516
| Closed | -$268K | – | 417 |
|
|
2024
Q3 | $268K | Sell |
516
-39
| -7% | -$20.3K | 0.02% | 307 |
|
|
2024
Q2 | $301K | Hold |
555
| – | – | 0.03% | 275 |
|
|
2024
Q1 | $288K | Buy |
555
+35
| +7% | +$18.1K | 0.03% | 276 |
|
|
2023
Q4 | $245K | Buy |
+520
| New | +$245K | 0.03% | 297 |
|
|
2023
Q3 | – | Sell |
-458
| Closed | -$203K | – | 382 |
|
|
2023
Q2 | $203K | Buy |
+458
| New | +$203K | 0.02% | 333 |
|
|
2023
Q1 | – | Sell |
-429
| Closed | -$220K | – | 410 |
|
|
2022
Q4 | $220K | Buy |
+429
| New | +$220K | 0.03% | 294 |
|
|
2022
Q3 | – | Sell |
-455
| Closed | -$220K | – | 384 |
|
|
2022
Q2 | $220K | Sell |
455
-16
| -3% | -$7.74K | 0.03% | 286 |
|
|
2022
Q1 | $231K | Buy |
471
+18
| +4% | +$8.83K | 0.03% | 296 |
|
|
2021
Q4 | $210K | Buy |
+453
| New | +$210K | 0.03% | 320 |
|