Octavia Wealth 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 | $377K | Sell |
969
-81
| -8% | -$31.5K | 0.04% | 145 |
|
|
2025
Q1 | $457K | Buy |
+1,050
| New | +$457K | 0.06% | 128 |
|
|
2023
Q4 | – | Sell |
-676
| Closed | -$294K | – | 225 |
|
|
2023
Q3 | $294K | Buy |
676
+176
| +35% | +$76.6K | 0.06% | 150 |
|
|
2023
Q2 | $222K | Sell |
500
-73
| -13% | -$32.4K | 0.05% | 172 |
|
|
2023
Q1 | $263K | Sell |
573
-1
| -0.2% | -$460 | 0.06% | 149 |
|
|
2022
Q4 | $294K | Sell |
574
-12
| -2% | -$6.16K | 0.07% | 140 |
|
|
2022
Q3 | $266K | Hold |
586
| – | – | 0.07% | 139 |
|
|
2022
Q2 | $282K | Buy |
586
+23
| +4% | +$11.1K | 0.07% | 130 |
|
|
2022
Q1 | $277K | Buy |
563
+5
| +0.9% | +$2.46K | 0.06% | 148 |
|
|
2021
Q4 | $259K | Sell |
558
-2
| -0.4% | -$928 | 0.06% | 168 |
|
|
2021
Q3 | $209K | Buy |
+560
| New | +$209K | 0.05% | 173 |
|