Schechter Investment Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $633K | Buy |
1,455
+775
| +114% | +$337K | 0.05% | 317 |
|
|
2024
Q4 | $251K | Sell |
680
-763
| -53% | -$281K | 0.02% | 527 |
|
|
2024
Q3 | $750K | Buy |
1,443
+34
| +2% | +$17.7K | 0.06% | 311 |
|
|
2024
Q2 | $763K | Buy |
1,409
+57
| +4% | +$30.9K | 0.06% | 292 |
|
|
2024
Q1 | $701K | Buy |
1,352
+127
| +10% | +$65.9K | 0.05% | 316 |
|
|
2023
Q4 | $578K | Sell |
1,225
-82
| -6% | -$38.7K | 0.05% | 330 |
|
|
2023
Q3 | $569K | Buy |
1,307
+240
| +22% | +$105K | 0.06% | 314 |
|
|
2023
Q2 | $474K | Sell |
1,067
-412
| -28% | -$183K | 0.04% | 393 |
|
|
2023
Q1 | $680K | Sell |
1,479
-34
| -2% | -$15.6K | 0.06% | 337 |
|
|
2022
Q4 | $776K | Buy |
1,513
+18
| +1% | +$9.23K | 0.07% | 371 |
|
|
2022
Q3 | $679K | Buy |
1,495
+319
| +27% | +$145K | 0.07% | 409 |
|
|
2022
Q2 | $567K | Buy |
1,176
+103
| +10% | +$49.7K | 0.06% | 487 |
|
|
2022
Q1 | $527K | Buy |
1,073
+240
| +29% | +$118K | 0.05% | 511 |
|
|
2021
Q4 | $386K | Buy |
+833
| New | +$386K | 0.03% | 590 |
|