Money Concepts Capital’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 | $965K | Buy |
2,480
+297
| +14% | +$116K | 0.06% | 248 |
|
2025
Q1 | $949K | Buy |
2,183
+419
| +24% | +$182K | 0.07% | 227 |
|
2024
Q4 | $651K | Buy |
1,764
+146
| +9% | +$53.9K | 0.05% | 265 |
|
2024
Q3 | $842K | Buy |
1,618
+37
| +2% | +$19.2K | 0.06% | 235 |
|
2024
Q2 | $857K | Buy |
1,581
+51
| +3% | +$27.6K | 0.07% | 226 |
|
2024
Q1 | $794K | Sell |
1,530
-65
| -4% | -$33.7K | 0.07% | 230 |
|
2023
Q4 | $757K | Sell |
1,595
-17
| -1% | -$8.07K | 0.07% | 227 |
|
2023
Q3 | $707K | Buy |
1,612
+29
| +2% | +$12.7K | 0.07% | 219 |
|
2023
Q2 | $709K | Sell |
1,583
-4,745
| -75% | -$2.12M | 0.07% | 226 |
|
2023
Q1 | $2.98M | Sell |
6,328
-1,159
| -15% | -$546K | 0.17% | 118 |
|
2022
Q4 | $3.84M | Buy |
7,487
+1,084
| +17% | +$556K | 0.17% | 117 |
|
2022
Q3 | $2.91M | Buy |
6,403
+4,994
| +354% | +$2.27M | 0.17% | 114 |
|
2022
Q2 | $685K | Sell |
1,409
-981
| -41% | -$477K | 0.06% | 237 |
|
2022
Q1 | $1.17M | Buy |
2,390
+950
| +66% | +$467K | 0.07% | 273 |
|
2021
Q4 | $668K | Buy |
+1,440
| New | +$668K | 0.06% | 268 |
|
2021
Q1 | $420K | Buy |
1,169
+151
| +15% | +$54.3K | 0.03% | 345 |
|
2020
Q4 | $327K | Buy |
+1,018
| New | +$327K | 0.03% | 353 |
|