Pinnacle Wealth Planning Services’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 | $358K | Buy |
920
+172
| +23% | +$66.9K | 0.05% | 255 |
|
|
2025
Q1 | $325K | Buy |
748
+42
| +6% | +$18.3K | 0.05% | 239 |
|
|
2024
Q4 | $260K | Sell |
706
-343
| -33% | -$127K | 0.04% | 288 |
|
|
2024
Q3 | $545K | Hold |
1,049
| – | – | 0.07% | 177 |
|
|
2024
Q2 | $568K | Sell |
1,049
-1
| -0.1% | -$542 | 0.08% | 160 |
|
|
2024
Q1 | $544K | Buy |
1,050
+2
| +0.2% | +$1.04K | 0.08% | 171 |
|
|
2023
Q4 | $494K | Sell |
1,048
-6
| -0.6% | -$2.83K | 0.08% | 179 |
|
|
2023
Q3 | $459K | Sell |
1,054
-32
| -3% | -$13.9K | 0.08% | 177 |
|
|
2023
Q2 | $482K | Sell |
1,086
-301
| -22% | -$134K | 0.08% | 173 |
|
|
2023
Q1 | $638K | Buy |
1,387
+4
| +0.3% | +$1.84K | 0.11% | 136 |
|
|
2022
Q4 | $709K | Buy |
1,383
+96
| +7% | +$49.2K | 0.13% | 111 |
|
|
2022
Q3 | $584K | Hold |
1,287
| – | – | 0.11% | 122 |
|
|
2022
Q2 | $621K | Sell |
1,287
-36
| -3% | -$17.4K | 0.11% | 125 |
|
|
2022
Q1 | $650K | Hold |
1,323
| – | – | 0.12% | 137 |
|
|
2021
Q4 | $614K | Buy |
1,323
+169
| +15% | +$78.4K | 0.12% | 127 |
|
|
2021
Q3 | $430K | Sell |
1,154
-33
| -3% | -$12.3K | 0.1% | 166 |
|
|
2021
Q2 | $453K | Buy |
1,187
+9
| +0.8% | +$3.44K | 0.11% | 147 |
|
|
2021
Q1 | $423K | Buy |
1,178
+152
| +15% | +$54.6K | 0.11% | 154 |
|
|
2020
Q4 | $330K | Buy |
1,026
+22
| +2% | +$7.08K | 0.08% | 174 |
|
|
2020
Q3 | $270K | Buy |
1,004
+226
| +29% | +$60.8K | 0.09% | 184 |
|
|
2020
Q2 | $205K | Sell |
778
-691
| -47% | -$182K | 0.07% | 220 |
|
|
2020
Q1 | $332K | Buy |
1,469
+179
| +14% | +$40.5K | 0.16% | 127 |
|
|
2019
Q4 | $389K | Buy |
1,290
+310
| +32% | +$93.5K | 0.18% | 117 |
|
|
2019
Q3 | $235K | Sell |
980
-154
| -14% | -$36.9K | 0.13% | 157 |
|
|
2019
Q2 | $320K | Buy |
1,134
+346
| +44% | +$97.6K | 0.19% | 102 |
|
|
2019
Q1 | $227K | Sell |
788
-481
| -38% | -$139K | 0.15% | 132 |
|
|
2018
Q4 | $333K | Sell |
1,269
-26
| -2% | -$6.82K | 0.21% | 85 |
|
|
2018
Q3 | $356K | Buy |
1,295
+1
| +0.1% | +$275 | 0.33% | 101 |
|
|
2018
Q2 | $308K | Buy |
1,294
+351
| +37% | +$83.5K | 0.3% | 109 |
|
|
2018
Q1 | $208K | Buy |
943
+646
| +218% | +$142K | 0.21% | 158 |
|
|
2017
Q4 | $67K | Buy |
+297
| New | +$67K | 0.14% | 115 |
|