Osborne Partners Capital Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-497
| Closed | -$258K | – | 219 |
|
|
2024
Q3 | $258K | Hold |
497
| – | – | 0.01% | 203 |
|
|
2024
Q2 | $269K | Hold |
497
| – | – | 0.02% | 192 |
|
|
2024
Q1 | $258K | Sell |
497
-80
| -14% | -$41.5K | 0.02% | 182 |
|
|
2023
Q4 | $272K | Buy |
+577
| New | +$272K | 0.02% | 188 |
|
|
2023
Q3 | – | Sell |
-561
| Closed | -$249K | – | 201 |
|
|
2023
Q2 | $249K | Hold |
561
| – | – | 0.02% | 189 |
|
|
2023
Q1 | $258K | Buy |
+561
| New | +$258K | 0.02% | 188 |
|