Prestige Wealth Management 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 | $242K | Buy |
622
+39
| +7% | +$15.2K | 0.05% | 157 |
|
|
2025
Q1 | $254K | Buy |
583
+20
| +4% | +$8.7K | 0.05% | 146 |
|
|
2024
Q4 | $208K | Sell |
563
-44
| -7% | -$16.2K | 0.04% | 158 |
|
|
2024
Q3 | $316K | Buy |
607
+11
| +2% | +$5.72K | 0.07% | 131 |
|
|
2024
Q2 | $323K | Buy |
596
+13
| +2% | +$7.05K | 0.07% | 113 |
|
|
2024
Q1 | $302K | Sell |
583
-35
| -6% | -$18.2K | 0.07% | 126 |
|
|
2023
Q4 | $291K | Buy |
618
+53
| +9% | +$25K | 0.07% | 120 |
|
|
2023
Q3 | $246K | Sell |
565
-527
| -48% | -$229K | 0.06% | 120 |
|
|
2023
Q2 | $485K | Sell |
1,092
-694
| -39% | -$308K | 0.11% | 85 |
|
|
2023
Q1 | $821K | Buy |
1,786
+709
| +66% | +$326K | 0.21% | 56 |
|
|
2022
Q4 | $552K | Sell |
1,077
-558
| -34% | -$286K | 0.14% | 75 |
|
|
2022
Q3 | $743K | Buy |
1,635
+160
| +11% | +$72.7K | 0.21% | 52 |
|
|
2022
Q2 | $712K | Buy |
1,475
+429
| +41% | +$207K | 0.19% | 54 |
|
|
2022
Q1 | $514K | Buy |
1,046
+973
| +1,333% | +$478K | 0.13% | 80 |
|
|
2021
Q4 | $34K | Sell |
73
-24
| -25% | -$11.2K | 0.01% | 300 |
|
|
2021
Q3 | $36K | Hold |
97
| – | – | 0.01% | 289 |
|
|
2021
Q2 | $37K | Sell |
97
-1
| -1% | -$381 | 0.01% | 273 |
|
|
2021
Q1 | $35K | Hold |
98
| – | – | 0.01% | 284 |
|
|
2020
Q4 | $31K | Sell |
98
-14
| -13% | -$4.43K | 0.01% | 296 |
|
|
2020
Q3 | $30K | Buy |
112
+3
| +3% | +$804 | 0.01% | 305 |
|
|
2020
Q2 | $29K | Buy |
109
+10
| +10% | +$2.66K | 0.01% | 286 |
|
|
2020
Q1 | $22K | Buy |
99
+90
| +1,000% | +$20K | 0.01% | 266 |
|
|
2019
Q4 | $3K | Buy |
9
+1
| +13% | +$333 | ﹤0.01% | 457 |
|
|
2019
Q3 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 481 |
|
|
2019
Q1 | – | Sell |
-127
| Closed | -$33K | – | 683 |
|
|
2018
Q4 | $33K | Buy |
+127
| New | +$33K | 0.02% | 230 |
|