New England Capital Financial 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 | $210K | Buy |
541
+2
| +0.4% | +$778 | 0.1% | 51 |
|
|
2025
Q1 | $235K | Sell |
539
-59
| -10% | -$25.7K | 0.12% | 49 |
|
|
2024
Q4 | $221K | Buy |
598
+2
| +0.3% | +$738 | 0.11% | 52 |
|
|
2024
Q3 | $310K | Sell |
596
-9
| -1% | -$4.68K | 0.16% | 42 |
|
|
2024
Q2 | $328K | Sell |
605
-34
| -5% | -$18.4K | 0.18% | 39 |
|
|
2024
Q1 | $331K | Hold |
639
| – | – | 0.19% | 39 |
|
|
2023
Q4 | $301K | Hold |
639
| – | – | 0.18% | 41 |
|
|
2023
Q3 | $278K | Buy |
639
+44
| +7% | +$19.2K | 0.19% | 39 |
|
|
2023
Q2 | $264K | Hold |
595
| – | – | 0.17% | 44 |
|
|
2023
Q1 | $274K | Hold |
595
| – | – | 0.19% | 41 |
|
|
2022
Q4 | $285K | Buy |
+595
| New | +$285K | 0.2% | 42 |
|