OWA
Outlook Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
1,680
+5
| +0.3% | +$1.95K | 0.17% | 120 |
|
|
2025
Q1 | $728K | Sell |
1,675
-6
| -0.4% | -$2.61K | 0.2% | 99 |
|
|
2024
Q4 | $620K | Buy |
1,681
+7
| +0.4% | +$2.58K | 0.18% | 115 |
|
|
2024
Q3 | $871K | Sell |
1,674
-19
| -1% | -$9.88K | 0.25% | 79 |
|
|
2024
Q2 | $918K | Sell |
1,693
-18
| -1% | -$9.76K | 0.29% | 70 |
|
|
2024
Q1 | $887K | Sell |
1,711
-90
| -5% | -$46.7K | 0.27% | 74 |
|
|
2023
Q4 | $849K | Sell |
1,801
-301
| -14% | -$142K | 0.3% | 66 |
|
|
2023
Q3 | $915K | Buy |
2,102
+39
| +2% | +$17K | 0.35% | 67 |
|
|
2023
Q2 | $917K | Buy |
2,063
+276
| +15% | +$123K | 0.35% | 68 |
|
|
2023
Q1 | $822K | Buy |
1,787
+1,322
| +284% | +$608K | 0.37% | 65 |
|
|
2022
Q4 | $239K | Hold |
465
| – | – | 0.11% | 155 |
|
|
2022
Q3 | $211K | Hold |
465
| – | – | 0.09% | 171 |
|
|
2022
Q2 | $224K | Buy |
465
+11
| +2% | +$5.3K | 0.09% | 177 |
|
|
2022
Q1 | $223K | Sell |
454
-9
| -2% | -$4.42K | 0.07% | 189 |
|
|
2021
Q4 | $215K | Buy |
+463
| New | +$215K | 0.06% | 193 |
|