NewEdge Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.55M | Buy |
18,964
+3,343
| +21% | +$1.1M | 0.02% | 648 |
|
|
2025
Q4 | $5.48M | Buy |
15,621
+397
| +3% | +$134K | 0.02% | 621 |
|
|
2025
Q3 | $4.92M | Buy |
15,224
+1,478
| +11% | +$460K | 0.02% | 632 |
|
|
2025
Q2 | $5.35M | Sell |
13,746
-166
| -1% | -$66.8K | 0.03% | 545 |
|
|
2025
Q1 | $6.05M | Buy |
13,912
+2,531
| +22% | +$1.02M | 0.04% | 447 |
|
|
2024
Q4 | $4.2M | Sell |
11,381
-3,275
| -22% | -$1.37M | 0.03% | 560 |
|
|
2024
Q3 | $7.62M | Buy |
14,656
+292
| +2% | +$156K | 0.05% | 352 |
|
|
2024
Q2 | $7.78M | Buy |
14,364
+2,492
| +21% | +$1.32M | 0.06% | 327 |
|
|
2024
Q1 | $6.16M | Sell |
11,872
-1,955
| -14% | -$972K | 0.05% | 338 |
|
|
2023
Q4 | $6.52M | Sell |
13,827
-121
| -0.9% | -$56K | 0.06% | 294 |
|
|
2023
Q3 | $6.07M | Buy |
13,948
+1,045
| +8% | +$474K | 0.07% | 280 |
|
|
2023
Q2 | $5.73M | Buy |
12,903
+1,191
| +10% | +$549K | 0.06% | 289 |
|
|
2023
Q1 | $5.38M | Sell |
11,712
-3,805
| -25% | -$1.81M | 0.07% | 284 |
|
|
2022
Q4 | $3.84M | Sell |
15,517
-3,695
| -19% | -$1.88M | 0.1% | 215 |
|
|
2022
Q3 | $8.73M | Buy |
19,212
+2,972
| +18% | +$1.42M | 0.14% | 161 |
|
|
2022
Q2 | $7.84M | Buy |
16,240
+817
| +5% | +$404K | 0.13% | 168 |
|
|
2022
Q1 | $7.58M | Buy |
15,423
+6,784
| +79% | +$3.1M | 0.13% | 174 |
|
|
2021
Q4 | $4M | Buy |
8,639
+3,390
| +65% | +$1.43M | 0.06% | 293 |
|
|
2021
Q3 | $1.96M | Buy |
5,249
+49
| +0.9% | +$18.6K | 0.05% | 325 |
|
|
2021
Q2 | $1.99M | Buy |
5,200
+1,241
| +31% | +$474K | 0.05% | 314 |
|
|
2021
Q1 | $1.42M | Buy |
3,959
+178
| +5% | +$57.2K | 0.04% | 365 |
|
|
2020
Q4 | $1.21M | Buy |
3,781
+95
| +3% | +$29.2K | 0.04% | 372 |
|
|
2020
Q3 | $990K | Sell |
3,686
-221
| -6% | -$59.5K | 0.03% | 388 |
|
|
2020
Q2 | $1.03M | Sell |
3,907
-73
| -2% | -$19.5K | 0.04% | 346 |
|
|
2020
Q1 | $904K | Buy |
3,980
+1,269
| +47% | +$346K | 0.04% | 330 |
|
|
2019
Q4 | $819K | Buy |
2,711
+58
| +2% | +$16K | 0.03% | 401 |
|
|
2019
Q3 | $642K | Buy |
2,653
+632
| +31% | +$173K | 0.03% | 425 |
|
|
2019
Q2 | $570K | Sell |
2,021
-120
| -6% | -$32.8K | 0.03% | 370 |
|
|
2019
Q1 | $615K | Buy |
2,141
+458
| +27% | +$132K | 0.04% | 354 |
|
|
2018
Q4 | $442 | Buy |
1,683
+413
| +33% | +$114K | 0.03% | 398 |
|
|
2018
Q3 | $348K | Buy |
+1,270
| New | +$330K | 0.03% | 456 |
|
Other funds holding ELV
VCM
VPM
