Pinnacle Wealth Management Advisory Group’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 | $729K | Buy |
1,873
+286
| +18% | +$111K | 0.06% | 177 |
|
|
2025
Q1 | $690K | Sell |
1,587
-384
| -19% | -$167K | 0.06% | 173 |
|
|
2024
Q4 | $727K | Sell |
1,971
-374
| -16% | -$138K | 0.07% | 163 |
|
|
2024
Q3 | $1.22M | Sell |
2,345
-133
| -5% | -$69.2K | 0.12% | 119 |
|
|
2024
Q2 | $1.34M | Buy |
2,478
+836
| +51% | +$453K | 0.14% | 110 |
|
|
2024
Q1 | $851K | Buy |
1,642
+7
| +0.4% | +$3.63K | 0.09% | 139 |
|
|
2023
Q4 | $771K | Buy |
1,635
+98
| +6% | +$46.2K | 0.09% | 143 |
|
|
2023
Q3 | $669K | Sell |
1,537
-43
| -3% | -$18.7K | 0.09% | 145 |
|
|
2023
Q2 | $702K | Buy |
1,580
+14
| +0.9% | +$6.22K | 0.09% | 147 |
|
|
2023
Q1 | $720K | Buy |
1,566
+62
| +4% | +$28.5K | 0.1% | 144 |
|
|
2022
Q4 | $772K | Sell |
1,504
-36
| -2% | -$18.5K | 0.12% | 128 |
|
|
2022
Q3 | $700K | Buy |
1,540
+260
| +20% | +$118K | 0.12% | 123 |
|
|
2022
Q2 | $618K | Buy |
1,280
+258
| +25% | +$125K | 0.1% | 149 |
|
|
2022
Q1 | $502K | Buy |
1,022
+61
| +6% | +$30K | 0.07% | 179 |
|
|
2021
Q4 | $445K | Hold |
961
| – | – | 0.07% | 184 |
|
|
2021
Q3 | $358K | Hold |
961
| – | – | 0.08% | 166 |
|
|
2021
Q2 | $367K | Hold |
961
| – | – | 0.09% | 164 |
|
|
2021
Q1 | $345K | Sell |
961
-20
| -2% | -$7.18K | 0.1% | 143 |
|
|
2020
Q4 | $315K | Hold |
981
| – | – | 0.1% | 141 |
|
|
2020
Q3 | $263K | Hold |
981
| – | – | 0.09% | 153 |
|
|
2020
Q2 | $258K | Buy |
981
+20
| +2% | +$5.26K | 0.1% | 150 |
|
|
2020
Q1 | $218K | Sell |
961
-25
| -3% | -$5.67K | 0.11% | 141 |
|
|
2019
Q4 | $298K | Buy |
986
+91
| +10% | +$27.5K | 0.11% | 149 |
|
|
2019
Q3 | $215K | Hold |
895
| – | – | 0.09% | 165 |
|
|
2019
Q2 | $253K | Sell |
895
-20
| -2% | -$5.65K | 0.11% | 158 |
|
|
2019
Q1 | $263K | Sell |
915
-2,225
| -71% | -$640K | 0.12% | 150 |
|
|
2018
Q4 | $825K | Sell |
3,140
-150
| -5% | -$39.4K | 0.45% | 72 |
|
|
2018
Q3 | $902K | Sell |
3,290
-125
| -4% | -$34.3K | 0.45% | 69 |
|
|
2018
Q2 | $813K | Sell |
3,415
-50
| -1% | -$11.9K | 0.44% | 68 |
|
|
2018
Q1 | $761K | Buy |
+3,465
| New | +$761K | 0.43% | 67 |
|