Rench Wealth Management’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 | $4.2M | Buy |
10,795
+668
| +7% | +$260K | 1.33% | 32 |
|
|
2025
Q1 | $4.4M | Buy |
10,127
+204
| +2% | +$88.7K | 1.52% | 31 |
|
|
2024
Q4 | $3.66M | Sell |
9,923
-628
| -6% | -$232K | 1.25% | 35 |
|
|
2024
Q3 | $5.49M | Buy |
10,551
+793
| +8% | +$412K | 1.88% | 24 |
|
|
2024
Q2 | $5.29M | Buy |
9,758
+347
| +4% | +$188K | 1.9% | 21 |
|
|
2024
Q1 | $4.88M | Buy |
+9,411
| New | +$4.88M | 1.87% | 20 |
|