PSI 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 | – | Sell |
-52
| Closed | -$22.6K | – | 259 |
|
|
2025
Q1 | $22.6K | Hold |
52
| – | – | 0.01% | 357 |
|
|
2024
Q4 | $19.2K | Hold |
52
| – | – | 0.01% | 426 |
|
|
2024
Q3 | $27K | Buy |
+52
| New | +$27K | 0.01% | 368 |
|
|
2024
Q2 | – | Sell |
-42
| Closed | -$21.8K | – | 882 |
|
|
2024
Q1 | $21.8K | Hold |
42
| – | – | 0.01% | 384 |
|
|
2023
Q4 | $19.8K | Hold |
42
| – | – | 0.01% | 418 |
|
|
2023
Q3 | $18.3K | Buy |
42
+7
| +20% | +$3.05K | 0.01% | 405 |
|
|
2023
Q2 | $15.6K | Hold |
35
| – | – | 0.01% | 426 |
|
|
2023
Q1 | $16.1K | Hold |
35
| – | – | 0.01% | 368 |
|
|
2022
Q4 | $18K | Sell |
35
-295
| -89% | -$151K | 0.01% | 336 |
|
|
2022
Q3 | $150K | Hold |
330
| – | – | 0.08% | 134 |
|
|
2022
Q2 | $159K | Hold |
330
| – | – | 0.08% | 137 |
|
|
2022
Q1 | $162K | Hold |
330
| – | – | 0.07% | 149 |
|
|
2021
Q4 | $153K | Hold |
330
| – | – | 0.06% | 164 |
|
|
2021
Q3 | $123K | Buy |
+330
| New | +$123K | 0.06% | 180 |
|