Richwood Investment 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 | $722K | Sell |
1,857
-160
| -8% | -$62.2K | 0.59% | 40 |
|
|
2025
Q1 | $877K | Hold |
2,017
| – | – | 0.75% | 29 |
|
|
2024
Q4 | $744K | Sell |
2,017
-437
| -18% | -$161K | 0.62% | 37 |
|
|
2024
Q3 | $1.28M | Sell |
2,454
-35
| -1% | -$18.2K | 1.06% | 22 |
|
|
2024
Q2 | $1.35M | Sell |
2,489
-20
| -0.8% | -$10.8K | 1.18% | 18 |
|
|
2024
Q1 | $1.3M | Sell |
2,509
-37
| -1% | -$19.2K | 1.16% | 19 |
|
|
2023
Q4 | $1.2M | Buy |
2,546
+20
| +0.8% | +$9.43K | 1.13% | 18 |
|
|
2023
Q3 | $1.1M | Sell |
2,526
-45
| -2% | -$19.6K | 1.12% | 20 |
|
|
2023
Q2 | $1.14M | Hold |
2,571
| – | – | 1.12% | 21 |
|
|
2023
Q1 | $1.18M | Sell |
2,571
-345
| -12% | -$159K | 1.18% | 20 |
|
|
2022
Q4 | $1.5M | Sell |
2,916
-48
| -2% | -$24.6K | 1.5% | 13 |
|
|
2022
Q3 | $1.35M | Sell |
2,964
-28
| -0.9% | -$12.7K | 1.48% | 12 |
|
|
2022
Q2 | $1.44M | Sell |
2,992
-90
| -3% | -$43.4K | 1.46% | 12 |
|
|
2022
Q1 | $1.51M | Sell |
3,082
-180
| -6% | -$88.4K | 1.35% | 11 |
|
|
2021
Q4 | $1.51M | Buy |
+3,262
| New | +$1.51M | 1.32% | 12 |
|