Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2K | Hold |
75
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $32.6K | Hold |
75
| – | – | 0.01% | 223 |
|
|
2024
Q4 | $27.7K | Hold |
75
| – | – | 0.01% | 250 |
|
|
2024
Q3 | $39K | Hold |
75
| – | – | 0.01% | 212 |
|
|
2024
Q2 | $40.6K | Sell |
75
-40
| -35% | -$21.7K | 0.01% | 210 |
|
|
2024
Q1 | $59.6K | Hold |
115
| – | – | 0.02% | 169 |
|
|
2023
Q4 | $54.2K | Hold |
115
| – | – | 0.02% | 182 |
|
|
2023
Q3 | $50.1K | Hold |
115
| – | – | 0.02% | 195 |
|
|
2023
Q2 | $53.2K | Hold |
115
| – | – | 0.02% | 187 |
|
|
2023
Q1 | $53.9K | Hold |
115
| – | – | 0.02% | 224 |
|
|
2022
Q4 | $59K | Sell |
115
-125
| -52% | -$64.1K | 0.02% | 212 |
|
|
2022
Q3 | $109K | Hold |
240
| – | – | 0.04% | 157 |
|
|
2022
Q2 | $116K | Hold |
240
| – | – | 0.04% | 157 |
|
|
2022
Q1 | $118K | Hold |
240
| – | – | 0.04% | 164 |
|
|
2021
Q4 | $111K | Hold |
240
| – | – | 0.04% | 155 |
|
|
2021
Q3 | $89K | Buy |
+240
| New | +$89K | 0.03% | 164 |
|
|
2021
Q2 | – | Sell |
-240
| Closed | -$86K | – | 209 |
|
|
2021
Q1 | $86K | Buy |
+240
| New | +$86K | 0.04% | 164 |
|
|
2019
Q3 | – | Sell |
-240
| Closed | -$68K | – | 154 |
|
|
2019
Q2 | $68K | Hold |
240
| – | – | 0.04% | 139 |
|
|
2019
Q1 | $69K | Hold |
240
| – | – | 0.05% | 130 |
|
|
2018
Q4 | $63K | Hold |
240
| – | – | 0.05% | 132 |
|
|
2018
Q3 | $66K | Hold |
240
| – | – | 0.04% | 148 |
|
|
2018
Q2 | $57K | Hold |
240
| – | – | 0.04% | 145 |
|
|
2018
Q1 | $53K | Hold |
240
| – | – | 0.03% | 146 |
|
|
2017
Q4 | $57K | Buy |
240
+125
| +109% | +$29.7K | 0.04% | 140 |
|
|
2017
Q3 | $22K | Hold |
115
| – | – | 0.01% | 221 |
|
|
2017
Q2 | $22K | Hold |
115
| – | – | 0.01% | 227 |
|
|
2017
Q1 | $19K | Hold |
115
| – | – | 0.01% | 219 |
|
|
2016
Q4 | $17K | Buy |
+115
| New | +$17K | 0.01% | 232 |
|