Peachtree Investment Partners’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-478
Closed -$249K 119
2024
Q3
$249K Buy
478
+1
+0.2% +$520 0.09% 77
2024
Q2
$258K Sell
477
-11
-2% -$5.96K 0.1% 65
2024
Q1
$253K Sell
488
-704
-59% -$365K 0.1% 67
2023
Q4
$562K Buy
1,192
+21
+2% +$9.9K 0.23% 44
2023
Q3
$510K Sell
1,171
-269
-19% -$117K 0.26% 43
2023
Q2
$640K Sell
1,440
-877
-38% -$390K 0.29% 43
2023
Q1
$1.07M Sell
2,317
-750
-24% -$345K 0.67% 28
2022
Q4
$1.57M Buy
3,067
+30
+1% +$15.4K 0.96% 23
2022
Q3
$1.38M Sell
3,037
-1,022
-25% -$464K 0.93% 23
2022
Q2
$1.96M Buy
4,059
+1,661
+69% +$802K 1.22% 20
2022
Q1
$1.18M Buy
2,398
+1,805
+304% +$887K 0.54% 35
2021
Q4
$275K Buy
+593
New +$275K 0.12% 76