Semmax Financial Advisors’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 | $1.2M | Sell |
4,073
-1,887
| -32% | -$555K | 0.31% | 88 |
|
|
2025
Q1 | $2.41M | Sell |
5,960
-4,358
| -42% | -$1.76M | 0.65% | 61 |
|
|
2024
Q4 | $4.04M | Buy |
10,318
+2,877
| +39% | +$1.13M | 1.08% | 34 |
|
|
2024
Q3 | $3.07M | Buy |
7,441
+388
| +6% | +$160K | 0.84% | 50 |
|
|
2024
Q2 | $3.75M | Buy |
7,053
+675
| +11% | +$359K | 1.13% | 32 |
|
|
2024
Q1 | $3.44M | Buy |
6,378
+840
| +15% | +$453K | 1.13% | 37 |
|
|
2023
Q4 | $2.8M | Buy |
5,538
+493
| +10% | +$249K | 1.02% | 41 |
|
|
2023
Q3 | $2.33M | Buy |
+5,045
| New | +$2.33M | 0.93% | 43 |
|
|
2022
Q4 | $955K | Sell |
1,985
-10
| -0.5% | -$4.81K | 0.38% | 60 |
|
|
2022
Q3 | $1.05M | Sell |
1,995
-123
| -6% | -$65K | 0.45% | 53 |
|
|
2022
Q2 | $1.02M | Sell |
2,118
-232
| -10% | -$112K | 0.42% | 65 |
|
|
2022
Q1 | $1.15M | Sell |
2,350
-214
| -8% | -$105K | 0.45% | 66 |
|
|
2021
Q4 | $1.19M | Sell |
2,564
-713
| -22% | -$330K | 0.44% | 70 |
|
|
2021
Q3 | $1.22M | Sell |
3,277
-326
| -9% | -$122K | 0.42% | 70 |
|
|
2021
Q2 | $1.38M | Buy |
3,603
+791
| +28% | +$302K | 0.44% | 70 |
|
|
2021
Q1 | $1.01M | Sell |
2,812
-154
| -5% | -$55.3K | 0.36% | 80 |
|
|
2020
Q4 | $952K | Buy |
2,966
+184
| +7% | +$59.1K | 0.39% | 74 |
|
|
2020
Q3 | $747K | Buy |
2,782
+259
| +10% | +$69.5K | 0.36% | 75 |
|
|
2020
Q2 | $664K | Buy |
2,523
+316
| +14% | +$83.2K | 0.35% | 73 |
|
|
2020
Q1 | $501K | Buy |
2,207
+258
| +13% | +$58.6K | 0.32% | 73 |
|
|
2019
Q4 | $589K | Buy |
1,949
+89
| +5% | +$26.9K | 0.32% | 63 |
|
|
2019
Q3 | $446K | Buy |
1,860
+382
| +26% | +$91.6K | 0.27% | 68 |
|
|
2019
Q2 | $417K | Buy |
1,478
+1,062
| +255% | +$300K | 0.27% | 69 |
|
|
2019
Q1 | $119K | Buy |
416
+255
| +158% | +$72.9K | 0.08% | 156 |
|
|
2018
Q4 | $42K | Buy |
+161
| New | +$42K | 0.03% | 204 |
|