ROI Financial 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 | – | Sell |
-589
| Closed | -$256K | – | 73 |
|
|
2025
Q1 | $256K | Sell |
589
-448
| -43% | -$195K | 0.19% | 56 |
|
|
2024
Q4 | $382K | Sell |
1,037
-471
| -31% | -$174K | 0.26% | 47 |
|
|
2024
Q3 | $784K | Sell |
1,508
-27
| -2% | -$14K | 0.54% | 36 |
|
|
2024
Q2 | $832K | Buy |
1,535
+16
| +1% | +$8.67K | 0.6% | 34 |
|
|
2024
Q1 | $788K | Sell |
1,519
-44
| -3% | -$22.8K | 0.62% | 37 |
|
|
2023
Q4 | $737K | Buy |
+1,563
| New | +$737K | 0.61% | 38 |
|