Modern 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 | $743K | Sell |
1,909
-123
| -6% | -$47.9K | 0.02% | 408 |
|
|
2025
Q1 | $884K | Buy |
2,032
+187
| +10% | +$81.3K | 0.03% | 320 |
|
|
2024
Q4 | $680K | Sell |
1,845
-294
| -14% | -$108K | 0.03% | 312 |
|
|
2024
Q3 | $1.11M | Sell |
2,139
-645
| -23% | -$336K | 0.07% | 154 |
|
|
2024
Q2 | $1.51M | Buy |
2,784
+992
| +55% | +$538K | 0.11% | 109 |
|
|
2024
Q1 | $929K | Buy |
1,792
+1,013
| +130% | +$525K | 0.09% | 122 |
|
|
2023
Q4 | $367K | Buy |
+779
| New | +$367K | 0.05% | 121 |
|