Optimum 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 | $29.2K | Sell |
75
-178
| -70% | -$69.2K | 0.01% | 396 |
|
|
2025
Q1 | $110K | Buy |
253
+103
| +69% | +$44.8K | 0.05% | 230 |
|
|
2024
Q4 | $55.3K | Hold |
150
| – | – | 0.02% | 325 |
|
|
2024
Q3 | $78K | Hold |
150
| – | – | 0.03% | 305 |
|
|
2024
Q2 | $81.3K | Hold |
150
| – | – | 0.04% | 292 |
|
|
2024
Q1 | $77.8K | Hold |
150
| – | – | 0.04% | 306 |
|
|
2023
Q4 | $70.7K | Hold |
150
| – | – | 0.04% | 308 |
|
|
2023
Q3 | $65.3K | Hold |
150
| – | – | 0.03% | 331 |
|
|
2023
Q2 | $66.6K | Hold |
150
| – | – | 0.03% | 335 |
|
|
2023
Q1 | $69K | Sell |
150
-30
| -17% | -$13.8K | 0.04% | 325 |
|
|
2022
Q4 | $92.3K | Hold |
180
| – | – | 0.05% | 279 |
|
|
2022
Q3 | $82K | Sell |
180
-11
| -6% | -$5.01K | 0.04% | 307 |
|
|
2022
Q2 | $92K | Buy |
191
+11
| +6% | +$5.3K | 0.05% | 298 |
|
|
2022
Q1 | $88K | Hold |
180
| – | – | 0.04% | 335 |
|
|
2021
Q4 | $83K | Hold |
180
| – | – | 0.03% | 371 |
|
|
2021
Q3 | $67K | Buy |
180
+30
| +20% | +$11.2K | 0.03% | 402 |
|
|
2021
Q2 | $57K | Hold |
150
| – | – | 0.02% | 475 |
|
|
2021
Q1 | $54K | Buy |
+150
| New | +$54K | 0.02% | 483 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 879 |
|
|
2020
Q3 | – | Sell |
-120
| Closed | -$32K | – | 867 |
|
|
2020
Q2 | $32K | Sell |
120
-55
| -31% | -$14.7K | 0.01% | 516 |
|
|
2020
Q1 | $40K | Sell |
175
-650
| -79% | -$149K | 0.02% | 464 |
|
|
2019
Q4 | $249K | Sell |
825
-156
| -16% | -$47.1K | 0.07% | 238 |
|
|
2019
Q3 | $236K | Buy |
981
+6
| +0.6% | +$1.44K | 0.07% | 241 |
|
|
2019
Q2 | $275K | Sell |
975
-300
| -24% | -$84.6K | 0.09% | 217 |
|
|
2019
Q1 | $366K | Buy |
1,275
+1,238
| +3,346% | +$355K | 0.12% | 181 |
|
|
2018
Q4 | $10K | Buy |
37
+20
| +118% | +$5.41K | ﹤0.01% | 754 |
|
|
2018
Q3 | $5K | Hold |
17
| – | – | ﹤0.01% | 913 |
|
|
2018
Q2 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 942 |
|
|
2014
Q4 | – | Sell |
-132
| Closed | -$16K | – | 991 |
|
|
2014
Q3 | $16K | Hold |
132
| – | – | 0.01% | 684 |
|
|
2014
Q2 | $14K | Hold |
132
| – | – | ﹤0.01% | 719 |
|
|
2014
Q1 | $13K | Hold |
132
| – | – | ﹤0.01% | 566 |
|
|
2013
Q4 | $12K | Hold |
132
| – | – | ﹤0.01% | 586 |
|
|
2013
Q3 | $11K | Buy |
+132
| New | +$11K | ﹤0.01% | 571 |
|