Patrick M. Sweeney & Associates’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 | $483K | Buy |
1,388
+30
| +2% | +$10.4K | 0.33% | 78 |
|
|
2025
Q1 | $590K | Buy |
1,358
+15
| +1% | +$6.52K | 0.44% | 58 |
|
|
2024
Q4 | $495K | Buy |
1,343
+25
| +2% | +$9.22K | 0.37% | 71 |
|
|
2024
Q3 | $685K | Buy |
1,318
+57
| +5% | +$29.6K | 0.5% | 49 |
|
|
2024
Q2 | $683K | Buy |
1,261
+13
| +1% | +$7.04K | 0.55% | 46 |
|
|
2024
Q1 | $647K | Buy |
1,248
+30
| +2% | +$15.6K | 0.53% | 46 |
|
|
2023
Q4 | $574K | Buy |
+1,218
| New | +$574K | 0.53% | 46 |
|