Private Advisory 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 | – | Sell |
-16,500
| Closed | -$7.18M | – | 210 |
|
|
2025
Q1 | $7.18M | Buy |
16,500
+2,114
| +15% | +$920K | 0.8% | 38 |
|
|
2024
Q4 | $5.31M | Buy |
+14,386
| New | +$5.31M | 0.59% | 48 |
|
|
2023
Q1 | – | Sell |
-814
| Closed | -$418K | – | 210 |
|
|
2022
Q4 | $418K | Buy |
814
+17
| +2% | +$8.72K | 0.09% | 142 |
|
|
2022
Q3 | $362K | Sell |
797
-1,477
| -65% | -$671K | 0.08% | 135 |
|
|
2022
Q2 | $1.1M | Buy |
+2,274
| New | +$1.1M | 0.25% | 77 |
|