PP
PDS Planning’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Buy |
2,423
+414
| +21% | +$161K | 0.07% | 136 |
|
|
2025
Q1 | $874K | Buy |
2,009
+491
| +32% | +$214K | 0.07% | 118 |
|
|
2024
Q4 | $560K | Sell |
1,518
-166
| -10% | -$61.2K | 0.05% | 170 |
|
|
2024
Q3 | $876K | Buy |
1,684
+38
| +2% | +$19.8K | 0.08% | 114 |
|
|
2024
Q2 | $892K | Buy |
1,646
+17
| +1% | +$9.21K | 0.09% | 95 |
|
|
2024
Q1 | $845K | Buy |
1,629
+110
| +7% | +$57K | 0.09% | 96 |
|
|
2023
Q4 | $716K | Sell |
1,519
-23
| -1% | -$10.8K | 0.08% | 100 |
|
|
2023
Q3 | $671K | Sell |
1,542
-1
| -0.1% | -$435 | 0.09% | 101 |
|
|
2023
Q2 | $686K | Buy |
1,543
+247
| +19% | +$110K | 0.09% | 99 |
|
|
2023
Q1 | $596K | Buy |
1,296
+301
| +30% | +$138K | 0.08% | 105 |
|
|
2022
Q4 | $510K | Sell |
995
-35
| -3% | -$18K | 0.08% | 93 |
|
|
2022
Q3 | $468K | Buy |
1,030
+14
| +1% | +$6.36K | 0.09% | 92 |
|
|
2022
Q2 | $490K | Buy |
1,016
+166
| +20% | +$80.1K | 0.09% | 93 |
|
|
2022
Q1 | $418K | Buy |
850
+24
| +3% | +$11.8K | 0.07% | 112 |
|
|
2021
Q4 | $383K | Buy |
826
+51
| +7% | +$23.6K | 0.07% | 115 |
|
|
2021
Q3 | $289K | Buy |
775
+67
| +9% | +$25K | 0.07% | 134 |
|
|
2021
Q2 | $270K | Buy |
708
+26
| +4% | +$9.92K | 0.07% | 140 |
|
|
2021
Q1 | $245K | Buy |
682
+54
| +9% | +$19.4K | 0.07% | 132 |
|
|
2020
Q4 | $202K | Buy |
+628
| New | +$202K | 0.07% | 146 |
|