Searle & Co’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
$1.01M Hold
2,606
0.29% 75
2025
Q1
$1.13M Sell
2,606
-220
-8% -$95.7K 0.32% 72
2024
Q4
$1.04M Hold
2,826
0.3% 73
2024
Q3
$1.47M Hold
2,826
0.37% 60
2024
Q2
$1.53M Buy
2,826
+49
+2% +$26.6K 0.36% 63
2024
Q1
$1.44M Sell
2,777
-13
-0.5% -$6.74K 0.37% 63
2023
Q4
$1.32M Sell
2,790
-75
-3% -$35.4K 0.36% 65
2023
Q3
$1.25M Hold
2,865
0.42% 59
2023
Q2
$1.35M Buy
2,865
+75
+3% +$35.4K 0.42% 60
2023
Q1
$1.31M Sell
2,790
-500
-15% -$234K 0.43% 57
2022
Q4
$1.69M Hold
3,290
0.58% 50
2022
Q3
$1.49M Hold
3,290
0.57% 51
2022
Q2
$1.59M Hold
3,290
0.63% 49
2022
Q1
$1.62M Hold
3,290
0.6% 53
2021
Q4
$1.53M Hold
3,290
0.55% 57
2021
Q3
$1.23M Hold
3,290
0.5% 61
2021
Q2
$1.26M Hold
3,290
0.51% 60
2021
Q1
$1.18M Hold
3,290
0.53% 59
2020
Q4
$1.06M Hold
3,290
0.51% 58
2020
Q3
$884K Sell
3,290
-50
-1% -$13.4K 0.48% 59
2020
Q2
$878K Hold
3,340
0.51% 56
2020
Q1
$758K Buy
3,340
+500
+18% +$113K 0.54% 56
2019
Q4
$858K Buy
+2,840
New +$858K 0.47% 62