McKinley Carter Wealth Services’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-393
| Closed | -$204K | – | 295 |
|
|
2024
Q3 | $204K | Hold |
393
| – | – | 0.01% | 299 |
|
|
2024
Q2 | $213K | Hold |
393
| – | – | 0.01% | 289 |
|
|
2024
Q1 | $204K | Buy |
+393
| New | +$204K | 0.01% | 292 |
|
|
2023
Q1 | – | Sell |
-393
| Closed | -$202K | – | 300 |
|
|
2022
Q4 | $202K | Buy |
+393
| New | +$202K | 0.02% | 285 |
|
|
2021
Q3 | – | Sell |
-542
| Closed | -$207K | – | 291 |
|
|
2021
Q2 | $207K | Buy |
+542
| New | +$207K | 0.02% | 277 |
|
|
2020
Q3 | – | Sell |
-10,748
| Closed | -$2.83M | – | 141 |
|
|
2020
Q2 | $2.83M | Buy |
10,748
+1,179
| +12% | +$310K | 0.69% | 43 |
|
|
2020
Q1 | $2.17M | Buy |
9,569
+678
| +8% | +$154K | 0.65% | 40 |
|
|
2019
Q4 | $2.69M | Buy |
8,891
+406
| +5% | +$123K | 0.63% | 40 |
|
|
2019
Q3 | $2.04M | Buy |
8,485
+157
| +2% | +$37.7K | 0.52% | 48 |
|
|
2019
Q2 | $2.35M | Buy |
8,328
+1,070
| +15% | +$302K | 0.63% | 43 |
|
|
2019
Q1 | $2.08M | Buy |
+7,258
| New | +$2.08M | 0.58% | 46 |
|
|
2018
Q2 | – | Sell |
-329
| Closed | -$72K | – | 231 |
|
|
2018
Q1 | $72K | Buy |
+329
| New | +$72K | 0.02% | 232 |
|