Salem Investment Counselors’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 | $510K | Hold |
1,311
| – | – | 0.02% | 274 |
|
|
2025
Q1 | $570K | Hold |
1,311
| – | – | 0.02% | 247 |
|
|
2024
Q4 | $484K | Sell |
1,311
-4
| -0.3% | -$1.48K | 0.02% | 267 |
|
|
2024
Q3 | $684K | Buy |
1,315
+4
| +0.3% | +$2.08K | 0.02% | 238 |
|
|
2024
Q2 | $710K | Sell |
1,311
-58
| -4% | -$31.4K | 0.02% | 229 |
|
|
2024
Q1 | $710K | Buy |
1,369
+58
| +4% | +$30.1K | 0.02% | 225 |
|
|
2023
Q4 | $618K | Buy |
1,311
+83
| +7% | +$39.1K | 0.02% | 229 |
|
|
2023
Q3 | $535K | Sell |
1,228
-50
| -4% | -$21.8K | 0.02% | 235 |
|
|
2023
Q2 | $568K | Sell |
1,278
-140
| -10% | -$62.2K | 0.02% | 225 |
|
|
2023
Q1 | $652K | Sell |
1,418
-50
| -3% | -$23K | 0.03% | 219 |
|
|
2022
Q4 | $753K | Sell |
1,468
-157
| -10% | -$80.5K | 0.03% | 206 |
|
|
2022
Q3 | $738K | Hold |
1,625
| – | – | 0.03% | 197 |
|
|
2022
Q2 | $784K | Buy |
1,625
+131
| +9% | +$63.2K | 0.04% | 200 |
|
|
2022
Q1 | $734K | Sell |
1,494
-12
| -0.8% | -$5.9K | 0.03% | 216 |
|
|
2021
Q4 | $698K | Buy |
1,506
+492
| +49% | +$228K | 0.02% | 235 |
|
|
2021
Q3 | $378K | Hold |
1,014
| – | – | 0.02% | 275 |
|
|
2021
Q2 | $387K | Buy |
1,014
+190
| +23% | +$72.5K | 0.02% | 267 |
|
|
2021
Q1 | $296K | Buy |
824
+69
| +9% | +$24.8K | 0.02% | 253 |
|
|
2020
Q4 | $242K | Buy |
755
+5
| +0.7% | +$1.6K | 0.02% | 258 |
|
|
2020
Q3 | $201K | Hold |
750
| – | – | 0.02% | 245 |
|
|
2020
Q2 | $197K | Hold |
750
| – | – | 0.02% | 245 |
|
|
2020
Q1 | $170K | Hold |
750
| – | – | 0.02% | 241 |
|
|
2019
Q4 | $227K | Hold |
750
| – | – | 0.02% | 234 |
|
|
2019
Q3 | $180K | Hold |
750
| – | – | 0.02% | 250 |
|
|
2019
Q2 | $212K | Hold |
750
| – | – | 0.02% | 242 |
|
|
2019
Q1 | $206K | Buy |
+750
| New | +$206K | 0.02% | 190 |
|
|
2018
Q4 | – | Sell |
-750
| Closed | -$206K | – | 240 |
|
|
2018
Q3 | $206K | Hold |
750
| – | – | 0.02% | 190 |
|
|
2018
Q2 | $179K | Hold |
750
| – | – | 0.02% | 200 |
|
|
2018
Q1 | $167K | Hold |
750
| – | – | 0.02% | 196 |
|
|
2017
Q4 | $169K | Buy |
750
+50
| +7% | +$11.3K | 0.02% | 201 |
|
|
2017
Q3 | $133K | Sell |
700
-10
| -1% | -$1.9K | 0.02% | 216 |
|
|
2017
Q2 | $134K | Buy |
710
+10
| +1% | +$1.89K | 0.02% | 227 |
|
|
2017
Q1 | $116K | Hold |
700
| – | – | 0.01% | 282 |
|
|
2016
Q4 | $101K | Hold |
700
| – | – | 0.01% | 292 |
|
|
2016
Q3 | $877 | Buy |
+700
| New | +$877 | 0.01% | 272 |
|