Mechanics Financial Corp’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 | $117K | Hold |
300
| – | – | 0.05% | 134 |
|
|
2025
Q1 | $130K | Hold |
300
| – | – | 0.06% | 131 |
|
|
2024
Q4 | $111K | Hold |
300
| – | – | 0.05% | 131 |
|
|
2024
Q3 | $156K | Hold |
300
| – | – | 0.07% | 123 |
|
|
2024
Q2 | $163K | Hold |
300
| – | – | 0.08% | 123 |
|
|
2024
Q1 | $156K | Sell |
300
-6
| -2% | -$3.11K | 0.08% | 120 |
|
|
2023
Q4 | $144K | Hold |
306
| – | – | 0.08% | 117 |
|
|
2023
Q3 | $133K | Hold |
306
| – | – | 0.07% | 119 |
|
|
2023
Q2 | $136K | Hold |
306
| – | – | 0.07% | 123 |
|
|
2023
Q1 | $141K | Sell |
306
-6
| -2% | -$2.76K | 0.08% | 123 |
|
|
2022
Q4 | $160K | Hold |
312
| – | – | 0.1% | 117 |
|
|
2022
Q3 | $142K | Hold |
312
| – | – | 0.09% | 118 |
|
|
2022
Q2 | $151K | Sell |
312
-4
| -1% | -$1.94K | 0.09% | 121 |
|
|
2022
Q1 | $155K | Hold |
316
| – | – | 0.08% | 121 |
|
|
2021
Q4 | $146K | Buy |
+316
| New | +$146K | 0.07% | 125 |
|