Pathstone Holdings’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 | $13M | Sell |
33,316
-1,161
| -3% | -$452K | 0.05% | 250 |
|
|
2025
Q1 | $15M | Sell |
34,477
-2,010
| -6% | -$874K | 0.07% | 229 |
|
|
2024
Q4 | $13.5M | Sell |
36,487
-6,569
| -15% | -$2.42M | 0.06% | 226 |
|
|
2024
Q3 | $22.4M | Sell |
43,056
-3,907
| -8% | -$2.03M | 0.1% | 148 |
|
|
2024
Q2 | $25.4M | Buy |
46,963
+5,341
| +13% | +$2.89M | 0.11% | 131 |
|
|
2024
Q1 | $21.6M | Buy |
41,622
+3,858
| +10% | +$2M | 0.1% | 138 |
|
|
2023
Q4 | $17.8M | Buy |
+37,764
| New | +$17.8M | 0.1% | 151 |
|