Resonant Capital 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 | $382K | Buy |
983
+423
| +76% | +$165K | 0.02% | 283 |
|
|
2025
Q1 | $244K | Sell |
560
-36
| -6% | -$15.7K | 0.02% | 324 |
|
|
2024
Q4 | $220K | Sell |
596
-125
| -17% | -$46.1K | 0.02% | 333 |
|
|
2024
Q3 | $375K | Buy |
721
+220
| +44% | +$114K | 0.03% | 242 |
|
|
2024
Q2 | $271K | Buy |
501
+63
| +14% | +$34.1K | 0.02% | 286 |
|
|
2024
Q1 | $227K | Buy |
+438
| New | +$227K | 0.02% | 312 |
|