Milestone Asset 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 |
-1,122
| Closed | -$488K | – | 212 |
|
|
2025
Q1 | $488K | Buy |
1,122
+24
| +2% | +$10.4K | 0.1% | 139 |
|
|
2024
Q4 | $405K | Buy |
1,098
+297
| +37% | +$110K | 0.09% | 176 |
|
|
2024
Q3 | $417K | Buy |
801
+19
| +2% | +$9.89K | 0.09% | 148 |
|
|
2024
Q2 | $424K | Buy |
782
+64
| +9% | +$34.7K | 0.11% | 143 |
|
|
2024
Q1 | $372K | Buy |
718
+215
| +43% | +$112K | 0.11% | 123 |
|
|
2023
Q4 | $237K | Buy |
503
+30
| +6% | +$14.1K | 0.08% | 73 |
|
|
2023
Q3 | $208K | Buy |
+473
| New | +$208K | 0.07% | 80 |
|