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