QFA
Quantum Financial Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
551
| – | – | 0.03% | 170 |
|
|
2025
Q1 | $240K | Sell |
551
-1
| -0.2% | -$435 | 0.04% | 146 |
|
|
2024
Q4 | $204K | Hold |
552
| – | – | 0.03% | 181 |
|
|
2024
Q3 | $287K | Sell |
552
-25
| -4% | -$13K | 0.04% | 131 |
|
|
2024
Q2 | $313K | Hold |
577
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $299K | Sell |
577
-2
| -0.3% | -$1.04K | 0.06% | 117 |
|
|
2023
Q4 | $273K | Hold |
579
| – | – | 0.07% | 87 |
|
|
2023
Q3 | $252K | Hold |
579
| – | – | 0.07% | 90 |
|
|
2023
Q2 | $257K | Hold |
579
| – | – | 0.08% | 74 |
|
|
2023
Q1 | $266K | Hold |
579
| – | – | 0.08% | 70 |
|
|
2022
Q4 | $297K | Buy |
579
+1
| +0.2% | +$513 | 0.13% | 58 |
|
|
2022
Q3 | $262K | Hold |
578
| – | – | 0.12% | 55 |
|
|
2022
Q2 | $278K | Buy |
+578
| New | +$278K | 0.1% | 65 |
|