SWM
SeaCrest Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
1,268
-1,206
| -49% | -$469K | 0.05% | 316 |
|
|
2025
Q1 | $1.08M | Buy |
2,474
+378
| +18% | +$164K | 0.12% | 164 |
|
|
2024
Q4 | $773K | Sell |
2,096
-240
| -10% | -$88.5K | 0.08% | 230 |
|
|
2024
Q3 | $1.21M | Buy |
2,336
+41
| +2% | +$21.3K | 0.13% | 146 |
|
|
2024
Q2 | $1.24M | Buy |
2,295
+32
| +1% | +$17.3K | 0.14% | 138 |
|
|
2024
Q1 | $1.17M | Sell |
2,263
-47
| -2% | -$24.4K | 0.14% | 154 |
|
|
2023
Q4 | $1.11M | Buy |
2,310
+95
| +4% | +$45.6K | 0.14% | 152 |
|
|
2023
Q3 | $964K | Buy |
2,215
+86
| +4% | +$37.4K | 0.13% | 170 |
|
|
2023
Q2 | $946K | Sell |
2,129
-35
| -2% | -$15.6K | 0.12% | 178 |
|
|
2023
Q1 | $995K | Sell |
2,164
-13
| -0.6% | -$5.98K | 0.13% | 166 |
|
|
2022
Q4 | $1.12M | Sell |
2,177
-53
| -2% | -$27.2K | 0.16% | 146 |
|
|
2022
Q3 | $1.01M | Buy |
2,230
+42
| +2% | +$19.1K | 0.15% | 141 |
|
|
2022
Q2 | $1.06M | Buy |
2,188
+53
| +2% | +$25.6K | 0.13% | 164 |
|
|
2022
Q1 | $1.05M | Buy |
2,135
+173
| +9% | +$85K | 0.12% | 184 |
|
|
2021
Q4 | $909K | Sell |
1,962
-21
| -1% | -$9.73K | 0.1% | 209 |
|
|
2021
Q3 | $739K | Sell |
1,983
-61
| -3% | -$22.7K | 0.09% | 236 |
|
|
2021
Q2 | $780K | Buy |
2,044
+126
| +7% | +$48.1K | 0.09% | 233 |
|
|
2021
Q1 | $688K | Buy |
1,918
+46
| +2% | +$16.5K | 0.09% | 241 |
|
|
2020
Q4 | $601K | Buy |
1,872
+156
| +9% | +$50.1K | 0.08% | 252 |
|
|
2020
Q3 | $461K | Sell |
1,716
-32
| -2% | -$8.6K | 0.07% | 268 |
|
|
2020
Q2 | $460K | Buy |
1,748
+11
| +0.6% | +$2.9K | 0.08% | 264 |
|
|
2020
Q1 | $394K | Sell |
1,737
-163
| -9% | -$37K | 0.08% | 260 |
|
|
2019
Q4 | $574K | Buy |
1,900
+5
| +0.3% | +$1.51K | 0.1% | 243 |
|
|
2019
Q3 | $455K | Sell |
1,895
-16
| -0.8% | -$3.84K | 0.09% | 279 |
|
|
2019
Q2 | $539K | Buy |
1,911
+54
| +3% | +$15.2K | 0.11% | 225 |
|
|
2019
Q1 | $533K | Buy |
1,857
+7
| +0.4% | +$2.01K | 0.09% | 221 |
|
|
2018
Q4 | $486K | Sell |
1,850
-156
| -8% | -$41K | 0.1% | 207 |
|
|
2018
Q3 | $550K | Buy |
2,006
+56
| +3% | +$15.4K | 0.09% | 237 |
|
|
2018
Q2 | $464K | Buy |
1,950
+115
| +6% | +$27.4K | 0.08% | 263 |
|
|
2018
Q1 | $403K | Sell |
1,835
-45
| -2% | -$9.88K | 0.07% | 293 |
|
|
2017
Q4 | $423K | Buy |
+1,880
| New | +$423K | 0.08% | 281 |
|