Ritholtz 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 | $1.18M | Sell |
3,024
-59
| -2% | -$22.9K | 0.03% | 423 |
|
|
2025
Q1 | $1.34M | Buy |
3,083
+2,004
| +186% | +$872K | 0.04% | 335 |
|
|
2024
Q4 | $398K | Sell |
1,079
-2,198
| -67% | -$811K | 0.01% | 622 |
|
|
2024
Q3 | $1.7M | Sell |
3,277
-1,192
| -27% | -$620K | 0.05% | 261 |
|
|
2024
Q2 | $2.42M | Sell |
4,469
-34
| -0.8% | -$18.4K | 0.08% | 165 |
|
|
2024
Q1 | $2.34M | Buy |
4,503
+64
| +1% | +$33.2K | 0.08% | 167 |
|
|
2023
Q4 | $2.09M | Sell |
4,439
-824
| -16% | -$389K | 0.08% | 161 |
|
|
2023
Q3 | $2.29M | Buy |
5,263
+1,833
| +53% | +$798K | 0.1% | 120 |
|
|
2023
Q2 | $1.52M | Buy |
3,430
+404
| +13% | +$179K | 0.07% | 184 |
|
|
2023
Q1 | $1.39M | Sell |
3,026
-1,593
| -34% | -$732K | 0.07% | 186 |
|
|
2022
Q4 | $2.37M | Sell |
4,619
-1,343
| -23% | -$689K | 0.13% | 111 |
|
|
2022
Q3 | $2.71M | Buy |
5,962
+1,787
| +43% | +$812K | 0.14% | 95 |
|
|
2022
Q2 | $2.02M | Buy |
4,175
+835
| +25% | +$403K | 0.13% | 88 |
|
|
2022
Q1 | $1.64M | Buy |
3,340
+2,218
| +198% | +$1.09M | 0.11% | 116 |
|
|
2021
Q4 | $520K | Buy |
1,122
+346
| +45% | +$160K | 0.03% | 293 |
|
|
2021
Q3 | $289K | Buy |
776
+22
| +3% | +$8.19K | 0.02% | 376 |
|
|
2021
Q2 | $288K | Buy |
+754
| New | +$288K | 0.02% | 374 |
|