Prudent Man Advisors’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 | $489K | Buy |
1,258
+1
| +0.1% | +$389 | 0.16% | 121 |
|
2025
Q1 | $547K | Buy |
1,257
+28
| +2% | +$12.2K | 0.2% | 115 |
|
2024
Q4 | $453K | Sell |
1,229
-253
| -17% | -$93.3K | 0.16% | 120 |
|
2024
Q3 | $771K | Sell |
1,482
-26
| -2% | -$13.5K | 0.26% | 93 |
|
2024
Q2 | $817K | Buy |
1,508
+68
| +5% | +$36.8K | 0.29% | 82 |
|
2024
Q1 | $747K | Sell |
1,440
-2
| -0.1% | -$1.04K | 0.28% | 87 |
|
2023
Q4 | $680K | Sell |
1,442
-93
| -6% | -$43.9K | 0.25% | 89 |
|
2023
Q3 | $668K | Buy |
1,535
+5
| +0.3% | +$2.18K | 0.27% | 88 |
|
2023
Q2 | $680K | Sell |
1,530
-22
| -1% | -$9.78K | 0.26% | 84 |
|
2023
Q1 | $714K | Sell |
1,552
-38
| -2% | -$17.5K | 0.28% | 80 |
|
2022
Q4 | $816K | Buy |
1,590
+6
| +0.4% | +$3.08K | 0.33% | 69 |
|
2022
Q3 | $720K | Sell |
1,584
-242
| -13% | -$110K | 0.34% | 60 |
|
2022
Q2 | $881K | Buy |
1,826
+440
| +32% | +$212K | 0.41% | 47 |
|
2022
Q1 | $681K | Sell |
1,386
-20
| -1% | -$9.83K | 0.28% | 76 |
|
2021
Q4 | $652K | Sell |
1,406
-432
| -24% | -$200K | 0.25% | 81 |
|
2021
Q3 | $685K | Sell |
1,838
-39
| -2% | -$14.5K | 0.26% | 79 |
|
2021
Q2 | $717K | Sell |
1,877
-30
| -2% | -$11.5K | 0.28% | 75 |
|
2021
Q1 | $685K | Buy |
1,907
+49
| +3% | +$17.6K | 0.29% | 74 |
|
2020
Q4 | $597K | Sell |
1,858
-26
| -1% | -$8.35K | 0.25% | 78 |
|
2020
Q3 | $506K | Buy |
1,884
+14
| +0.7% | +$3.76K | 0.27% | 78 |
|
2020
Q2 | $492K | Buy |
+1,870
| New | +$492K | 0.44% | 64 |
|