Rothschild Investment LLC’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 | $130K | Sell |
335
-402
| -55% | -$156K | 0.01% | 589 |
|
|
2025
Q1 | $321K | Buy |
737
+102
| +16% | +$44.4K | 0.02% | 408 |
|
|
2024
Q4 | $234K | Sell |
635
-133
| -17% | -$49.1K | 0.02% | 471 |
|
|
2024
Q3 | $399K | Sell |
768
-53
| -6% | -$27.6K | 0.03% | 384 |
|
|
2024
Q2 | $445K | Buy |
821
+158
| +24% | +$85.6K | 0.03% | 351 |
|
|
2024
Q1 | $344K | Buy |
663
+27
| +4% | +$14K | 0.02% | 377 |
|
|
2023
Q4 | $300K | Buy |
636
+70
| +12% | +$33K | 0.03% | 357 |
|
|
2023
Q3 | $246K | Buy |
+566
| New | +$246K | 0.02% | 413 |
|
|
2017
Q3 | – | Sell |
-1,575
| Closed | -$296K | – | 417 |
|
|
2017
Q2 | $296K | Buy |
+1,575
| New | +$296K | 0.03% | 356 |
|