Principal Securities’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 | $7.91M | Buy |
20,335
+1,961
| +11% | +$763K | 0.15% | 136 |
|
|
2025
Q1 | $6.78M | Hold |
18,374
| – | – | 0.15% | 133 |
|
|
2024
Q4 | $6.78M | Buy |
18,374
+2,475
| +16% | +$913K | 0.15% | 132 |
|
|
2024
Q3 | $8.27M | Buy |
15,899
+2,369
| +18% | +$1.23M | 0.2% | 95 |
|
|
2024
Q2 | $7.33M | Buy |
13,530
+2,097
| +18% | +$1.14M | 0.2% | 92 |
|
|
2024
Q1 | $5.93M | Buy |
11,433
+1,149
| +11% | +$596K | 0.18% | 112 |
|
|
2023
Q4 | $4.85M | Buy |
+10,284
| New | +$4.85M | 0.18% | 115 |
|