Mutual 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 | $685K | Buy |
2,370
+345
| +17% | +$99.7K | 0.02% | 653 |
|
|
2025
Q1 | $854K | Sell |
2,025
-138
| -6% | -$58.2K | 0.02% | 505 |
|
|
2024
Q4 | $833K | Buy |
2,163
+52
| +2% | +$20K | 0.02% | 540 |
|
|
2024
Q3 | $885K | Sell |
2,111
-759
| -26% | -$318K | 0.03% | 524 |
|
|
2024
Q2 | $1.52M | Buy |
2,870
+187
| +7% | +$99.1K | 0.05% | 342 |
|
|
2024
Q1 | $1.39M | Buy |
2,683
+474
| +21% | +$246K | 0.04% | 368 |
|
|
2023
Q4 | $1.04M | Sell |
2,209
-6
| -0.3% | -$2.83K | 0.04% | 444 |
|
|
2023
Q3 | $965K | Buy |
2,215
+440
| +25% | +$192K | 0.04% | 432 |
|
|
2023
Q2 | $788K | Sell |
1,775
-152
| -8% | -$67.5K | 0.03% | 505 |
|
|
2023
Q1 | $886K | Buy |
1,927
+239
| +14% | +$110K | 0.04% | 456 |
|
|
2022
Q4 | $866K | Buy |
1,688
+17
| +1% | +$8.72K | 0.04% | 446 |
|
|
2022
Q3 | $759K | Buy |
1,671
+61
| +4% | +$27.7K | 0.04% | 442 |
|
|
2022
Q2 | $777K | Buy |
1,610
+64
| +4% | +$30.9K | 0.05% | 409 |
|
|
2022
Q1 | $759K | Sell |
1,546
-287
| -16% | -$141K | 0.04% | 457 |
|
|
2021
Q4 | $850K | Sell |
1,833
-129
| -7% | -$59.8K | 0.05% | 433 |
|
|
2021
Q3 | $732K | Sell |
1,962
-22
| -1% | -$8.21K | 0.04% | 429 |
|
|
2021
Q2 | $757K | Buy |
1,984
+51
| +3% | +$19.5K | 0.04% | 425 |
|
|
2021
Q1 | $694K | Sell |
1,933
-130
| -6% | -$46.7K | 0.05% | 410 |
|
|
2020
Q4 | $662K | Sell |
2,063
-945
| -31% | -$303K | 0.05% | 408 |
|
|
2020
Q3 | $808K | Sell |
3,008
-2,363
| -44% | -$635K | 0.07% | 295 |
|
|
2020
Q2 | $1.41M | Buy |
5,371
+29
| +0.5% | +$7.62K | 0.14% | 171 |
|
|
2020
Q1 | $1.21M | Buy |
5,342
+734
| +16% | +$167K | 0.16% | 158 |
|
|
2019
Q4 | $1.39M | Buy |
4,608
+717
| +18% | +$217K | 0.15% | 169 |
|
|
2019
Q3 | $934K | Buy |
3,891
+127
| +3% | +$30.5K | 0.12% | 210 |
|
|
2019
Q2 | $1.06M | Sell |
3,764
-75
| -2% | -$21.2K | 0.14% | 188 |
|
|
2019
Q1 | $1.1M | Buy |
3,839
+103
| +3% | +$29.6K | 0.16% | 154 |
|
|
2018
Q4 | $981K | Hold |
3,736
| – | – | 0.19% | 132 |
|
|
2018
Q3 | $1.02M | Buy |
+3,736
| New | +$1.02M | 0.16% | 162 |
|