Plante Moran Financial Advisors’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 | $21.8K | Buy |
56
+2
| +4% | +$778 | ﹤0.01% | 464 |
|
|
2025
Q1 | $23.5K | Hold |
54
| – | – | ﹤0.01% | 460 |
|
|
2024
Q4 | $19.9K | Sell |
54
-433
| -89% | -$160K | ﹤0.01% | 487 |
|
|
2024
Q3 | $253K | Buy |
487
+383
| +368% | +$199K | 0.02% | 153 |
|
|
2024
Q2 | $56.4K | Buy |
104
+20
| +24% | +$10.8K | 0.01% | 321 |
|
|
2024
Q1 | $43.6K | Hold |
84
| – | – | ﹤0.01% | 377 |
|
|
2023
Q4 | $39.6K | Hold |
84
| – | – | ﹤0.01% | 351 |
|
|
2023
Q3 | $36.6K | Hold |
84
| – | – | ﹤0.01% | 333 |
|
|
2023
Q2 | $37.3K | Hold |
84
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $38.6K | Sell |
84
-9
| -10% | -$4.14K | 0.01% | 327 |
|
|
2022
Q4 | $47.7K | Sell |
93
-53
| -36% | -$27.2K | 0.01% | 311 |
|
|
2022
Q3 | $66K | Hold |
146
| – | – | 0.01% | 272 |
|
|
2022
Q2 | $70K | Sell |
146
-14
| -9% | -$6.71K | 0.01% | 265 |
|
|
2022
Q1 | $79K | Sell |
160
-48
| -23% | -$23.7K | 0.01% | 259 |
|
|
2021
Q4 | $96K | Sell |
208
-8
| -4% | -$3.69K | 0.02% | 260 |
|
|
2021
Q3 | $81K | Buy |
216
+12
| +6% | +$4.5K | 0.02% | 298 |
|
|
2021
Q2 | $78K | Buy |
204
+14
| +7% | +$5.35K | 0.02% | 285 |
|
|
2021
Q1 | $68K | Buy |
190
+54
| +40% | +$19.3K | 0.02% | 303 |
|
|
2020
Q4 | $44K | Buy |
136
+30
| +28% | +$9.71K | 0.01% | 383 |
|
|
2020
Q3 | $28K | Buy |
106
+30
| +39% | +$7.93K | 0.01% | 425 |
|
|
2020
Q2 | $20K | Buy |
76
+20
| +36% | +$5.26K | 0.01% | 425 |
|
|
2020
Q1 | $13K | Sell |
56
-56
| -50% | -$13K | 0.01% | 459 |
|
|
2019
Q4 | $34K | Buy |
112
+83
| +286% | +$25.2K | 0.01% | 377 |
|
|
2019
Q3 | $7K | Sell |
29
-98
| -77% | -$23.7K | ﹤0.01% | 643 |
|
|
2019
Q2 | $36K | Buy |
127
+8
| +7% | +$2.27K | 0.01% | 388 |
|
|
2019
Q1 | $34K | Buy |
119
+4
| +3% | +$1.14K | 0.01% | 394 |
|
|
2018
Q4 | $30K | Sell |
115
-21
| -15% | -$5.48K | 0.01% | 374 |
|
|
2018
Q3 | $37K | Buy |
136
+13
| +11% | +$3.54K | 0.01% | 349 |
|
|
2018
Q2 | $29K | Sell |
123
-155
| -56% | -$36.5K | 0.01% | 422 |
|
|
2018
Q1 | $61K | Sell |
278
-42
| -13% | -$9.22K | 0.03% | 305 |
|
|
2017
Q4 | $72K | Buy |
320
+58
| +22% | +$13.1K | 0.04% | 274 |
|
|
2017
Q3 | $50K | Hold |
262
| – | – | 0.03% | 307 |
|
|
2017
Q2 | $49K | Buy |
262
+166
| +173% | +$31K | 0.03% | 320 |
|
|
2017
Q1 | $16K | Hold |
96
| – | – | 0.01% | 512 |
|
|
2016
Q4 | $14K | Sell |
96
-288
| -75% | -$42K | 0.01% | 529 |
|
|
2016
Q3 | $48K | Buy |
384
+88
| +30% | +$11K | 0.03% | 330 |
|
|
2016
Q2 | $39K | Sell |
296
-60
| -17% | -$7.91K | 0.03% | 326 |
|
|
2016
Q1 | $49K | Buy |
356
+60
| +20% | +$8.26K | 0.04% | 264 |
|
|
2015
Q4 | $41K | Hold |
296
| – | – | 0.03% | 314 |
|
|
2015
Q3 | $41K | Hold |
296
| – | – | 0.03% | 292 |
|
|
2015
Q2 | $49K | Hold |
296
| – | – | 0.04% | 296 |
|
|
2015
Q1 | $46K | Hold |
296
| – | – | 0.03% | 296 |
|
|
2014
Q4 | $37K | Hold |
296
| – | – | 0.03% | 320 |
|
|
2014
Q3 | $35K | Sell |
296
-700
| -70% | -$82.8K | 0.03% | 306 |
|
|
2014
Q2 | $107K | Buy |
996
+796
| +398% | +$85.5K | 0.1% | 141 |
|
|
2014
Q1 | $20K | Buy |
+200
| New | +$20K | 0.02% | 250 |
|