Mission 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 | $1.28M | Buy |
3,281
+71
| +2% | +$27.6K | 0.03% | 272 |
|
|
2025
Q1 | $1.4M | Buy |
3,210
+72
| +2% | +$31.3K | 0.03% | 225 |
|
|
2024
Q4 | $1.16M | Buy |
3,138
+1,017
| +48% | +$375K | 0.03% | 242 |
|
|
2024
Q3 | $1.1M | Buy |
2,121
+7
| +0.3% | +$3.64K | 0.03% | 260 |
|
|
2024
Q2 | $1.15M | Sell |
2,114
-62
| -3% | -$33.6K | 0.03% | 229 |
|
|
2024
Q1 | $1.13M | Buy |
2,176
+173
| +9% | +$89.7K | 0.03% | 254 |
|
|
2023
Q4 | $944K | Buy |
2,003
+29
| +1% | +$13.7K | 0.03% | 239 |
|
|
2023
Q3 | $859K | Sell |
1,974
-38
| -2% | -$16.5K | 0.03% | 235 |
|
|
2023
Q2 | $894K | Buy |
2,012
+37
| +2% | +$16.4K | 0.03% | 234 |
|
|
2023
Q1 | $908K | Sell |
1,975
-11
| -0.6% | -$5.06K | 0.04% | 222 |
|
|
2022
Q4 | $1.02M | Buy |
1,986
+1,009
| +103% | +$518K | 0.05% | 193 |
|
|
2022
Q3 | $444K | Buy |
977
+11
| +1% | +$5K | 0.02% | 299 |
|
|
2022
Q2 | $466K | Sell |
966
-142
| -13% | -$68.5K | 0.02% | 299 |
|
|
2022
Q1 | $544K | Buy |
1,108
+1
| +0.1% | +$491 | 0.03% | 282 |
|
|
2021
Q4 | $513K | Sell |
1,107
-25
| -2% | -$11.6K | 0.02% | 285 |
|
|
2021
Q3 | $422K | Buy |
1,132
+12
| +1% | +$4.47K | 0.02% | 311 |
|
|
2021
Q2 | $428K | Sell |
1,120
-1
| -0.1% | -$382 | 0.02% | 306 |
|
|
2021
Q1 | $402K | Buy |
1,121
+1
| +0.1% | +$359 | 0.02% | 304 |
|
|
2020
Q4 | $360K | Sell |
1,120
-74
| -6% | -$23.8K | 0.02% | 307 |
|
|
2020
Q3 | $321K | Sell |
1,194
-5
| -0.4% | -$1.34K | 0.02% | 266 |
|
|
2020
Q2 | $315K | Buy |
1,199
+13
| +1% | +$3.42K | 0.03% | 245 |
|
|
2020
Q1 | $269K | Hold |
1,186
| – | – | 0.03% | 231 |
|
|
2019
Q4 | $358K | Buy |
1,186
+16
| +1% | +$4.83K | 0.03% | 224 |
|
|
2019
Q3 | $281K | Sell |
1,170
-345
| -23% | -$82.9K | 0.03% | 246 |
|
|
2019
Q2 | $428K | Buy |
+1,515
| New | +$428K | 0.05% | 189 |
|