OneDigital Investment 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 | $2.73M | Sell |
7,027
-641
| -8% | -$249K | 0.03% | 348 |
|
|
2025
Q1 | $3.34M | Sell |
7,668
-155
| -2% | -$67.4K | 0.04% | 296 |
|
|
2024
Q4 | $2.89M | Buy |
7,823
+795
| +11% | +$293K | 0.03% | 343 |
|
|
2024
Q3 | $3.65M | Buy |
7,028
+941
| +15% | +$489K | 0.04% | 302 |
|
|
2024
Q2 | $3.3M | Sell |
6,087
-1,570
| -21% | -$851K | 0.04% | 308 |
|
|
2024
Q1 | $3.97M | Buy |
7,657
+987
| +15% | +$512K | 0.06% | 223 |
|
|
2023
Q4 | $3.15M | Buy |
6,670
+3,140
| +89% | +$1.48M | 0.06% | 235 |
|
|
2023
Q3 | $1.54M | Buy |
3,530
+485
| +16% | +$211K | 0.03% | 333 |
|
|
2023
Q2 | $1.35M | Sell |
3,045
-339
| -10% | -$151K | 0.03% | 350 |
|
|
2023
Q1 | $1.56M | Buy |
3,384
+1,291
| +62% | +$594K | 0.04% | 317 |
|
|
2022
Q4 | $1.07M | Sell |
2,093
-40
| -2% | -$20.5K | 0.03% | 340 |
|
|
2022
Q3 | $969K | Buy |
2,133
+887
| +71% | +$403K | 0.04% | 303 |
|
|
2022
Q2 | $601K | Sell |
1,246
-110
| -8% | -$53.1K | 0.03% | 374 |
|
|
2022
Q1 | $666K | Sell |
1,356
-8
| -0.6% | -$3.93K | 0.03% | 363 |
|
|
2021
Q4 | $632K | Sell |
1,364
-106
| -7% | -$49.1K | 0.02% | 363 |
|
|
2021
Q3 | $548K | Sell |
1,470
-55
| -4% | -$20.5K | 0.02% | 390 |
|
|
2021
Q2 | $582K | Sell |
1,525
-131
| -8% | -$50K | 0.02% | 366 |
|
|
2021
Q1 | $595K | Buy |
1,656
+15
| +0.9% | +$5.39K | 0.03% | 345 |
|
|
2020
Q4 | $527K | Sell |
1,641
-88
| -5% | -$28.3K | 0.03% | 339 |
|
|
2020
Q3 | $464K | Sell |
1,729
-348
| -17% | -$93.4K | 0.03% | 321 |
|
|
2020
Q2 | $546K | Buy |
2,077
+1
| +0% | +$263 | 0.04% | 291 |
|
|
2020
Q1 | $471K | Sell |
2,076
-10
| -0.5% | -$2.27K | 0.04% | 283 |
|
|
2019
Q4 | $630K | Sell |
2,086
-30
| -1% | -$9.06K | 0.05% | 257 |
|
|
2019
Q3 | $508K | Sell |
2,116
-558
| -21% | -$134K | 0.05% | 272 |
|
|
2019
Q2 | $755K | Buy |
2,674
+2,096
| +363% | +$592K | 0.06% | 192 |
|
|
2019
Q1 | $166K | Hold |
578
| – | – | 0.02% | 302 |
|
|
2018
Q4 | $152K | Buy |
578
+1
| +0.2% | +$263 | 0.03% | 290 |
|
|
2018
Q3 | $158K | Sell |
577
-189
| -25% | -$51.8K | 0.04% | 210 |
|
|
2018
Q2 | $182K | Sell |
766
-189
| -20% | -$44.9K | 0.04% | 231 |
|
|
2018
Q1 | $210K | Buy |
955
+2
| +0.2% | +$440 | 0.05% | 216 |
|
|
2017
Q4 | $214K | Sell |
953
-41
| -4% | -$9.21K | 0.02% | 221 |
|
|
2017
Q3 | $189K | Sell |
994
-2
| -0.2% | -$380 | 0.07% | 152 |
|
|
2017
Q2 | $187K | Buy |
+996
| New | +$187K | 0.06% | 208 |
|