Mount Yale Investment Advisors’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 | $1.62M | Sell |
4,166
-1,109
| -21% | -$431K | 0.13% | 139 |
|
|
2025
Q1 | $2.29M | Buy |
5,275
+1,160
| +28% | +$505K | 0.2% | 108 |
|
|
2024
Q4 | $1.52M | Buy |
4,115
+105
| +3% | +$38.7K | 0.12% | 149 |
|
|
2024
Q3 | $2.09M | Buy |
4,010
+35
| +0.9% | +$18.2K | 0.2% | 115 |
|
|
2024
Q2 | $2.15M | Buy |
3,975
+145
| +4% | +$78.6K | 0.17% | 118 |
|
|
2024
Q1 | $1.99M | Buy |
3,830
+245
| +7% | +$127K | 0.15% | 135 |
|
|
2023
Q4 | $1.69M | Sell |
3,585
-129
| -3% | -$60.8K | 0.16% | 138 |
|
|
2023
Q3 | $1.62M | Buy |
3,714
+473
| +15% | +$206K | 0.18% | 128 |
|
|
2023
Q2 | $1.44M | Buy |
3,241
+51
| +2% | +$22.7K | 0.15% | 142 |
|
|
2023
Q1 | $1.47M | Buy |
3,190
+94
| +3% | +$43.2K | 0.16% | 132 |
|
|
2022
Q4 | $1.59M | Buy |
3,096
+14
| +0.5% | +$7.18K | 0.18% | 126 |
|
|
2022
Q3 | $1.4M | Sell |
3,082
-14
| -0.5% | -$6.36K | 0.19% | 119 |
|
|
2022
Q2 | $1.49M | Sell |
3,096
-380
| -11% | -$183K | 0.19% | 120 |
|
|
2022
Q1 | $1.71M | Buy |
3,476
+18
| +0.5% | +$8.85K | 0.19% | 123 |
|
|
2021
Q4 | $1.6M | Buy |
3,458
+5
| +0.1% | +$2.32K | 0.17% | 133 |
|
|
2021
Q3 | $1.29M | Sell |
3,453
-1,617
| -32% | -$603K | 0.15% | 155 |
|
|
2021
Q2 | $1.94M | Buy |
5,070
+71
| +1% | +$27.1K | 0.23% | 94 |
|
|
2021
Q1 | $1.79M | Buy |
4,999
+308
| +7% | +$111K | 0.23% | 94 |
|
|
2020
Q4 | $1.51M | Buy |
4,691
+130
| +3% | +$41.7K | 0.21% | 106 |
|
|
2020
Q3 | $1.23M | Buy |
4,561
+440
| +11% | +$118K | 0.17% | 124 |
|
|
2020
Q2 | $1.08M | Buy |
4,121
+581
| +16% | +$153K | 0.19% | 118 |
|
|
2020
Q1 | $804K | Buy |
3,540
+342
| +11% | +$77.7K | 0.18% | 124 |
|
|
2019
Q4 | $848K | Buy |
3,198
+907
| +40% | +$241K | 0.15% | 131 |
|
|
2019
Q3 | $650K | Buy |
2,291
+163
| +8% | +$46.2K | 0.12% | 151 |
|
|
2019
Q2 | $610K | Buy |
2,128
+467
| +28% | +$134K | 0.11% | 151 |
|
|
2019
Q1 | $477K | Sell |
1,661
-493
| -23% | -$142K | 0.09% | 182 |
|
|
2018
Q4 | $651K | Sell |
2,154
-955
| -31% | -$289K | 0.13% | 142 |
|
|
2018
Q3 | $901K | Sell |
3,109
-193
| -6% | -$55.9K | 0.16% | 120 |
|
|
2018
Q2 | $786K | Buy |
3,302
+425
| +15% | +$101K | 0.15% | 127 |
|
|
2018
Q1 | $632K | Buy |
+2,877
| New | +$632K | 0.14% | 140 |
|