Pacific Capital Partners’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 | $2.53M | Sell |
6,500
-6,000
| -48% | -$2.33M | 2.37% | 16 |
|
|
2025
Q1 | $5.44M | Hold |
12,500
| – | – | 3.44% | 13 |
|
|
2024
Q4 | $4.61M | Sell |
12,500
-250
| -2% | -$92.2K | 2.71% | 14 |
|
|
2024
Q3 | $6.63M | Sell |
12,750
-375
| -3% | -$195K | 3.88% | 11 |
|
|
2024
Q2 | $7.11M | Buy |
13,125
+625
| +5% | +$339K | 4.71% | 4 |
|
|
2024
Q1 | $6.48M | Buy |
12,500
+500
| +4% | +$259K | 4.24% | 8 |
|
|
2023
Q4 | $5.66M | Sell |
12,000
-1,750
| -13% | -$825K | 4.27% | 8 |
|
|
2023
Q3 | $5.99M | Buy |
+13,750
| New | +$5.99M | 3.62% | 9 |
|