Retirement Guys Formula’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 | $1.64M | Buy |
4,204
+37
| +0.9% | +$14.4K | 0.62% | 58 |
|
|
2025
Q1 | $1.81M | Buy |
4,167
+1,373
| +49% | +$597K | 0.9% | 29 |
|
|
2024
Q4 | $1.03M | Buy |
2,794
+84
| +3% | +$31K | 0.52% | 59 |
|
|
2024
Q3 | $1.41M | Buy |
2,710
+208
| +8% | +$108K | 0.66% | 50 |
|
|
2024
Q2 | $1.36M | Buy |
2,502
+101
| +4% | +$54.7K | 0.65% | 46 |
|
|
2024
Q1 | $1.25M | Buy |
2,401
+286
| +14% | +$148K | 0.61% | 55 |
|
|
2023
Q4 | $997K | Buy |
2,115
+212
| +11% | +$100K | 0.53% | 56 |
|
|
2023
Q3 | $829K | Buy |
+1,903
| New | +$829K | 0.58% | 51 |
|
|
2022
Q1 | – | Sell |
-637
| Closed | -$295K | – | 140 |
|
|
2021
Q4 | $295K | Buy |
+637
| New | +$295K | 0.23% | 82 |
|