Romano Brothers & Co’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
$403K Sell
1,036
-1,080
-51% -$420K 0.05% 241
2025
Q1
$920K Sell
2,116
-46
-2% -$20K 0.12% 168
2024
Q4
$798K Sell
2,162
-38
-2% -$14K 0.1% 177
2024
Q3
$1.14M Hold
2,200
0.14% 150
2024
Q2
$1.19M Sell
2,200
-10
-0.5% -$5.42K 0.17% 138
2024
Q1
$1.15M Sell
2,210
-11
-0.5% -$5.7K 0.16% 144
2023
Q4
$1.05M Hold
2,221
0.16% 145
2023
Q3
$967K Hold
2,221
0.15% 151
2023
Q2
$987K Sell
2,221
-10
-0.4% -$4.44K 0.15% 152
2023
Q1
$1.03M Sell
2,231
-5
-0.2% -$2.3K 0.16% 150
2022
Q4
$1.15M Sell
2,236
-16
-0.7% -$8.21K 0.17% 137
2022
Q3
$1.02M Buy
+2,252
New +$1.02M 0.17% 140