Monument Capital Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-458
| Closed | -$238K | – | 207 |
|
|
2024
Q3 | $238K | Sell |
458
-66
| -13% | -$34.3K | 0.07% | 172 |
|
|
2024
Q2 | $284K | Buy |
524
+11
| +2% | +$5.96K | 0.08% | 148 |
|
|
2024
Q1 | $266K | Sell |
513
-129
| -20% | -$66.9K | 0.08% | 162 |
|
|
2023
Q4 | $303K | Buy |
642
+122
| +23% | +$57.5K | 0.1% | 146 |
|
|
2023
Q3 | $226K | Sell |
520
-359
| -41% | -$156K | 0.08% | 153 |
|
|
2023
Q2 | $391K | Buy |
879
+13
| +2% | +$5.78K | 0.12% | 120 |
|
|
2023
Q1 | $398K | Sell |
866
-117
| -12% | -$53.8K | 0.13% | 113 |
|
|
2022
Q4 | $504K | Buy |
983
+12
| +1% | +$6.16K | 0.17% | 97 |
|
|
2022
Q3 | $441K | Buy |
971
+465
| +92% | +$211K | 0.17% | 103 |
|
|
2022
Q2 | $244K | Buy |
+506
| New | +$244K | 0.09% | 136 |
|
|
2019
Q2 | – | Sell |
-6,975
| Closed | -$2M | – | 86 |
|
|
2019
Q1 | $2M | Sell |
6,975
-206
| -3% | -$59.1K | 1.14% | 44 |
|
|
2018
Q4 | $1.89M | Buy |
+7,181
| New | +$1.89M | 1.18% | 39 |
|