Okabena Investment Services’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 | – | Sell |
-3,119
| Closed | -$1.36M | – | 129 |
|
|
2025
Q1 | $1.36M | Buy |
+3,119
| New | +$1.36M | 0.34% | 56 |
|
|
2024
Q3 | – | Sell |
-977
| Closed | -$529K | – | 111 |
|
|
2024
Q2 | $529K | Sell |
977
-314
| -24% | -$170K | 0.17% | 84 |
|
|
2024
Q1 | $669K | Sell |
1,291
-145
| -10% | -$75.2K | 0.22% | 78 |
|
|
2023
Q4 | $677K | Sell |
1,436
-78
| -5% | -$36.8K | 0.26% | 74 |
|
|
2023
Q3 | $659K | Sell |
1,514
-103
| -6% | -$44.8K | 0.51% | 46 |
|
|
2023
Q2 | $718K | Buy |
+1,617
| New | +$718K | 0.53% | 50 |
|
|
2020
Q1 | – | Sell |
-2,973
| Closed | -$898K | – | 73 |
|
|
2019
Q4 | $898K | Buy |
+2,973
| New | +$898K | 0.83% | 46 |
|