Mark Sheptoff Financial Planning’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 | $6.22K | Hold |
16
| – | – | ﹤0.01% | 382 |
|
|
2025
Q1 | $6.96K | Hold |
16
| – | – | ﹤0.01% | 349 |
|
|
2024
Q4 | $5.9K | Hold |
16
| – | – | ﹤0.01% | 355 |
|
|
2024
Q3 | $8.32K | Hold |
16
| – | – | ﹤0.01% | 325 |
|
|
2024
Q2 | $8.67K | Hold |
16
| – | – | ﹤0.01% | 326 |
|
|
2024
Q1 | $8.3K | Hold |
16
| – | – | ﹤0.01% | 305 |
|
|
2023
Q4 | $7.55K | Hold |
16
| – | – | ﹤0.01% | 306 |
|
|
2023
Q3 | $6.97K | Hold |
16
| – | – | ﹤0.01% | 290 |
|
|
2023
Q2 | $7.11K | Hold |
16
| – | – | ﹤0.01% | 298 |
|
|
2023
Q1 | $7.36K | Hold |
16
| – | – | ﹤0.01% | 283 |
|
|
2022
Q4 | $8.21K | Hold |
16
| – | – | ﹤0.01% | 278 |
|
|
2022
Q3 | $7K | Hold |
16
| – | – | ﹤0.01% | 272 |
|
|
2022
Q2 | $8K | Hold |
16
| – | – | ﹤0.01% | 270 |
|
|
2022
Q1 | $8K | Hold |
16
| – | – | ﹤0.01% | 313 |
|
|
2021
Q4 | $7K | Hold |
16
| – | – | ﹤0.01% | 343 |
|
|
2021
Q3 | $6K | Hold |
16
| – | – | ﹤0.01% | 336 |
|
|
2021
Q2 | $6K | Hold |
16
| – | – | ﹤0.01% | 357 |
|
|
2021
Q1 | $6K | Hold |
16
| – | – | ﹤0.01% | 310 |
|
|
2020
Q4 | $5K | Hold |
16
| – | – | ﹤0.01% | 308 |
|
|
2020
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 277 |
|
|
2020
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 304 |
|
|
2020
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 279 |
|
|
2019
Q4 | $5K | Hold |
16
| – | – | ﹤0.01% | 315 |
|
|
2019
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 308 |
|
|
2019
Q2 | $5K | Hold |
16
| – | – | ﹤0.01% | 290 |
|
|
2019
Q1 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 296 |
|
|
2017
Q1 | – | Sell |
-157
| Closed | -$23K | – | 366 |
|
|
2016
Q4 | $23K | Hold |
157
| – | – | 0.02% | 210 |
|
|
2016
Q3 | $20K | Buy |
157
+1
| +0.6% | +$127 | 0.01% | 217 |
|
|
2016
Q2 | $20K | Buy |
156
+1
| +0.6% | +$128 | 0.01% | 205 |
|
|
2016
Q1 | $22K | Sell |
155
-43
| -22% | -$6.1K | 0.02% | 199 |
|
|
2015
Q4 | $28K | Hold |
198
| – | – | 0.02% | 197 |
|
|
2015
Q3 | $28K | Buy |
198
+45
| +29% | +$6.36K | 0.02% | 194 |
|
|
2015
Q2 | $25K | Hold |
153
| – | – | 0.02% | 204 |
|
|
2015
Q1 | $24K | Buy |
153
+1
| +0.7% | +$157 | 0.02% | 205 |
|
|
2014
Q4 | $19K | Buy |
152
+1
| +0.7% | +$125 | 0.02% | 220 |
|
|
2014
Q3 | $18K | Hold |
151
| – | – | 0.02% | 230 |
|
|
2014
Q2 | $16K | Buy |
151
+1
| +0.7% | +$106 | 0.01% | 241 |
|
|
2014
Q1 | $15K | Buy |
+150
| New | +$15K | 0.01% | 252 |
|