Meridian 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 | – | Sell |
-748
| Closed | -$326K | – | 676 |
|
|
2025
Q1 | $326K | Sell |
748
-162
| -18% | -$70.5K | 0.02% | 507 |
|
|
2024
Q4 | $336K | Sell |
910
-410
| -31% | -$151K | 0.02% | 502 |
|
|
2024
Q3 | $686K | Buy |
+1,320
| New | +$686K | 0.03% | 352 |
|
|
2024
Q2 | – | Sell |
-1,696
| Closed | -$879K | – | 358 |
|
|
2024
Q1 | $879K | Buy |
1,696
+461
| +37% | +$239K | 0.15% | 101 |
|
|
2023
Q4 | $582K | Sell |
1,235
-1,171
| -49% | -$552K | 0.04% | 352 |
|
|
2023
Q3 | $1.05M | Buy |
2,406
+1,203
| +100% | +$524K | 0.06% | 227 |
|
|
2023
Q2 | $534K | Buy |
1,203
+361
| +43% | +$160K | 0.05% | 313 |
|
|
2023
Q1 | $387K | Buy |
842
+100
| +13% | +$46K | 0.03% | 364 |
|
|
2022
Q4 | $381K | Hold |
742
| – | – | 0.04% | 359 |
|
|
2022
Q3 | $337K | Hold |
742
| – | – | 0.04% | 342 |
|
|
2022
Q2 | $358K | Buy |
742
+100
| +16% | +$48.2K | 0.03% | 411 |
|
|
2022
Q1 | $315K | Hold |
642
| – | – | 0.03% | 303 |
|
|
2021
Q4 | $298K | Sell |
642
-7
| -1% | -$3.25K | 0.03% | 318 |
|
|
2021
Q3 | $242K | Buy |
649
+7
| +1% | +$2.61K | 0.03% | 345 |
|
|
2021
Q2 | $245K | Buy |
642
+70
| +12% | +$26.7K | 0.03% | 337 |
|
|
2021
Q1 | $205K | Buy |
+572
| New | +$205K | 0.03% | 347 |
|
|
2019
Q3 | – | Sell |
-207
| Closed | -$584 | – | 277 |
|
|
2019
Q2 | $584 | Buy |
+207
| New | +$584 | 0.02% | 349 |
|
|
2018
Q1 | – | Sell |
-1,110
| Closed | -$211K | – | 184 |
|
|
2017
Q4 | $211K | Hold |
1,110
| – | – | 0.13% | 160 |
|
|
2017
Q3 | $211K | Hold |
1,110
| – | – | 0.13% | 159 |
|
|
2017
Q2 | $209K | Buy |
+1,110
| New | +$209K | 0.13% | 159 |
|