Phoenix Financial’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,110
| Closed | -$410K | – | 380 |
|
|
2024
Q4 | $410K | Buy |
1,110
+104
| +10% | +$38.4K | 0.01% | 273 |
|
|
2024
Q3 | $524K | Buy |
+1,006
| New | +$524K | 0.01% | 247 |
|
|
2022
Q1 | – | Sell |
-4,633
| Closed | -$2.15M | – | 412 |
|
|
2021
Q4 | $2.15M | Sell |
4,633
-84
| -2% | -$39.1K | 0.04% | 187 |
|
|
2021
Q3 | $1.78M | Buy |
+4,717
| New | +$1.78M | 0.03% | 217 |
|
|
2021
Q2 | – | Sell |
-4,015
| Closed | -$1.45M | – | 323 |
|
|
2021
Q1 | $1.45M | Buy |
+4,015
| New | +$1.45M | 0.03% | 257 |
|