Naviter Wealth’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 | $767K | Sell |
1,971
-360
| -15% | -$140K | 0.09% | 176 |
|
|
2025
Q1 | $1.01M | Sell |
2,331
-1,193
| -34% | -$515K | 0.12% | 172 |
|
|
2024
Q4 | $1.3M | Buy |
+3,524
| New | +$1.3M | 0.16% | 151 |
|
|
2024
Q1 | – | Sell |
-1,808
| Closed | -$853K | – | 238 |
|
|
2023
Q4 | $853K | Buy |
1,808
+390
| +28% | +$184K | 0.17% | 149 |
|
|
2023
Q3 | $617K | Buy |
1,418
+100
| +8% | +$43.5K | 0.15% | 159 |
|
|
2023
Q2 | $586K | Buy |
1,318
+139
| +12% | +$61.8K | 0.15% | 166 |
|
|
2023
Q1 | $542K | Buy |
+1,179
| New | +$542K | 0.19% | 144 |
|