Scholtz & Company’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,827
| Closed | -$2.51M | – | 52 |
|
|
2024
Q3 | $2.51M | Buy |
4,827
+30
| +0.6% | +$15.6K | 1.18% | 26 |
|
|
2024
Q2 | $2.6M | Sell |
4,797
-74
| -2% | -$40.1K | 1.11% | 29 |
|
|
2024
Q1 | $2.53M | Sell |
4,871
-1,760
| -27% | -$913K | 1.11% | 28 |
|
|
2023
Q4 | $3.13M | Sell |
6,631
-793
| -11% | -$374K | 1.55% | 24 |
|
|
2023
Q3 | $3.23M | Sell |
7,424
-1,281
| -15% | -$558K | 2.13% | 22 |
|
|
2023
Q2 | $3.87M | Sell |
8,705
-84
| -1% | -$37.3K | 2.42% | 15 |
|
|
2023
Q1 | $4.04M | Sell |
8,789
-198
| -2% | -$91K | 2.89% | 13 |
|
|
2022
Q4 | $4.61M | Sell |
8,987
-76
| -0.8% | -$39K | 3.26% | 11 |
|
|
2022
Q3 | $4.45M | Buy |
9,063
+491
| +6% | +$241K | 3.18% | 10 |
|
|
2022
Q2 | $4.14M | Buy |
+8,572
| New | +$4.14M | 2.54% | 13 |
|