MGIA
Moneta Group Investment Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
1,171
+92
| +9% | +$35.8K | 0.01% | 456 |
|
|
2025
Q1 | $469K | Sell |
1,079
-19
| -2% | -$8.27K | 0.01% | 431 |
|
|
2024
Q4 | $405K | Sell |
1,098
-71
| -6% | -$26.2K | 0.01% | 465 |
|
|
2024
Q3 | $608K | Buy |
1,169
+41
| +4% | +$21.3K | 0.01% | 367 |
|
|
2024
Q2 | $611K | Buy |
1,128
+6
| +0.5% | +$3.25K | 0.01% | 347 |
|
|
2024
Q1 | $582K | Buy |
1,122
+9
| +0.8% | +$4.67K | 0.01% | 348 |
|
|
2023
Q4 | $525K | Sell |
1,113
-61
| -5% | -$28.8K | 0.01% | 334 |
|
|
2023
Q3 | $511K | Sell |
1,174
-438
| -27% | -$191K | 0.01% | 316 |
|
|
2023
Q2 | $716K | Sell |
1,612
-132
| -8% | -$58.6K | 0.02% | 267 |
|
|
2023
Q1 | $802K | Buy |
1,744
+982
| +129% | +$452K | 0.02% | 241 |
|
|
2022
Q4 | $381K | Buy |
762
+262
| +52% | +$131K | 0.01% | 335 |
|
|
2022
Q3 | $227K | Sell |
500
-10
| -2% | -$4.54K | 0.01% | 393 |
|
|
2022
Q2 | $246K | Buy |
+510
| New | +$246K | 0.01% | 414 |
|
|
2018
Q3 | – | Sell |
-64
| Closed | -$15K | – | 272 |
|
|
2018
Q2 | $15K | Buy |
+64
| New | +$15K | ﹤0.01% | 372 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | -$1K | – | 634 |
|
|
2017
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 408 |
|
|
2015
Q4 | – | Sell |
-41
| Closed | -$6K | – | 222 |
|
|
2015
Q3 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 468 |
|