Principle Wealth Partners’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 | $972K | Buy |
2,499
+26
| +1% | +$10.1K | 0.06% | 163 |
|
|
2025
Q1 | $1.08M | Sell |
2,473
-80
| -3% | -$34.8K | 0.08% | 151 |
|
|
2024
Q4 | $942K | Sell |
2,553
-1
| -0% | -$369 | 0.07% | 160 |
|
|
2024
Q3 | $1.33M | Hold |
2,554
| – | – | 0.09% | 137 |
|
|
2024
Q2 | $1.38M | Buy |
2,554
+104
| +4% | +$56.4K | 0.11% | 136 |
|
|
2024
Q1 | $1.27M | Hold |
2,450
| – | – | 0.1% | 139 |
|
|
2023
Q4 | $1.16M | Hold |
2,450
| – | – | 0.1% | 142 |
|
|
2023
Q3 | $1.07M | Buy |
2,450
+1
| +0% | +$435 | 0.11% | 142 |
|
|
2023
Q2 | $1.09M | Sell |
2,449
-205
| -8% | -$91.1K | 0.11% | 134 |
|
|
2023
Q1 | $1.22M | Buy |
2,654
+154
| +6% | +$70.8K | 0.13% | 123 |
|
|
2022
Q4 | $1.28M | Hold |
2,500
| – | – | 0.15% | 112 |
|
|
2022
Q3 | $1.14K | Sell |
2,500
-10
| -0.4% | -$5 | 0.11% | 113 |
|
|
2022
Q2 | $1.21M | Sell |
2,510
-20
| -0.8% | -$9.65K | 0.15% | 116 |
|
|
2022
Q1 | $1.24M | Hold |
2,530
| – | – | 0.13% | 121 |
|
|
2021
Q4 | $1.17M | Buy |
2,530
+10
| +0.4% | +$4.64K | 0.12% | 123 |
|
|
2021
Q3 | $939K | Hold |
2,520
| – | – | 0.11% | 135 |
|
|
2021
Q2 | $962K | Hold |
2,520
| – | – | 0.11% | 136 |
|
|
2021
Q1 | $905K | Hold |
2,520
| – | – | 0.11% | 133 |
|
|
2020
Q4 | $809K | Buy |
+2,520
| New | +$809K | 0.11% | 135 |
|
|
2020
Q3 | – | Sell |
-568
| Closed | -$149K | – | 237 |
|
|
2020
Q2 | $149K | Buy |
+568
| New | +$149K | 0.04% | 171 |
|