Mather Group’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 | – | Sell |
-451
| Closed | -$196K | – | 928 |
|
|
2025
Q1 | $196K | Buy |
451
+199
| +79% | +$86.5K | ﹤0.01% | 595 |
|
|
2024
Q4 | $92.8K | Sell |
252
-116
| -32% | -$42.7K | ﹤0.01% | 758 |
|
|
2024
Q3 | $191K | Sell |
368
-32
| -8% | -$16.6K | ﹤0.01% | 591 |
|
|
2024
Q2 | $207K | Buy |
400
+66
| +20% | +$34.2K | ﹤0.01% | 605 |
|
|
2024
Q1 | $158K | Buy |
+334
| New | +$158K | ﹤0.01% | 585 |
|