NewSquare Capital’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 | $36.6K | Sell |
94
-9
| -9% | -$3.5K | ﹤0.01% | 334 |
|
|
2025
Q1 | $44.8K | Buy |
103
+88
| +587% | +$38.3K | ﹤0.01% | 243 |
|
|
2024
Q4 | $5.53K | Buy |
+15
| New | +$5.53K | ﹤0.01% | 353 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 459 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 397 |
|
|
2022
Q1 | – | Sell |
-28
| Closed | -$13K | – | 397 |
|
|
2021
Q4 | $13K | Hold |
28
| – | – | ﹤0.01% | 265 |
|
|
2021
Q3 | $10K | Hold |
28
| – | – | ﹤0.01% | 270 |
|
|
2021
Q2 | $11K | Hold |
28
| – | – | ﹤0.01% | 255 |
|
|
2021
Q1 | $10K | Hold |
28
| – | – | ﹤0.01% | 230 |
|
|
2020
Q4 | $9K | Buy |
+28
| New | +$9K | ﹤0.01% | 239 |
|
|
2019
Q2 | – | Sell |
-985
| Closed | -$283K | – | 351 |
|
|
2019
Q1 | $283K | Buy |
985
+50
| +5% | +$14.4K | 0.05% | 103 |
|
|
2018
Q4 | $246K | Buy |
+935
| New | +$246K | 0.05% | 100 |
|