Private 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 | $26.5K | Buy |
68
+5
| +8% | +$1.95K | 0.01% | 254 |
|
|
2025
Q1 | $27.4K | Buy |
63
+38
| +152% | +$16.5K | 0.01% | 242 |
|
|
2024
Q4 | $9.22K | Sell |
25
-69
| -73% | -$25.5K | ﹤0.01% | 501 |
|
|
2024
Q3 | $48.9K | Hold |
94
| – | – | 0.02% | 163 |
|
|
2024
Q2 | $50.9K | Buy |
94
+8
| +9% | +$4.34K | 0.02% | 156 |
|
|
2024
Q1 | $44.6K | Hold |
86
| – | – | 0.02% | 169 |
|
|
2023
Q4 | $40.6K | Buy |
+86
| New | +$40.6K | 0.02% | 180 |
|