PKO Investment Management Joint-Stock’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 | $1.56M | Buy |
4,000
+400
| +11% | +$156K | 0.17% | 102 |
|
|
2025
Q1 | $1.57M | Sell |
3,600
-1,200
| -25% | -$522K | 0.18% | 92 |
|
|
2024
Q4 | $1.77M | Buy |
4,800
+2,700
| +129% | +$996K | 0.22% | 77 |
|
|
2024
Q3 | $1.09M | Buy |
2,100
+400
| +24% | +$208K | 0.13% | 100 |
|
|
2024
Q2 | $921K | Sell |
1,700
-3,671
| -68% | -$1.99M | 0.11% | 117 |
|
|
2024
Q1 | $2.8M | Buy |
5,371
+2,371
| +79% | +$1.24M | 0.33% | 55 |
|
|
2023
Q4 | $1.41M | Sell |
3,000
-1,000
| -25% | -$472K | 0.18% | 89 |
|
|
2023
Q3 | $1.74M | Sell |
4,000
-1,000
| -20% | -$435K | 0.24% | 68 |
|
|
2023
Q2 | $2.22M | Buy |
5,000
+1,000
| +25% | +$444K | 0.27% | 65 |
|
|
2023
Q1 | $1.84M | Buy |
4,000
+1,700
| +74% | +$782K | 0.24% | 80 |
|
|
2022
Q4 | $1.18M | Sell |
2,300
-700
| -23% | -$359K | 0.17% | 93 |
|
|
2022
Q3 | $1.36M | Hold |
3,000
| – | – | 0.23% | 75 |
|
|
2022
Q2 | $1.45M | Hold |
3,000
| – | – | 0.21% | 84 |
|
|
2022
Q1 | $1.47M | Sell |
3,000
-739
| -20% | -$363K | 0.18% | 92 |
|
|
2021
Q4 | $1.73M | Buy |
+3,739
| New | +$1.73M | 0.2% | 80 |
|