Sendero Wealth Management’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 | $716K | Buy |
1,842
+61
| +3% | +$23.7K | 0.09% | 127 |
|
|
2025
Q1 | $775K | Buy |
1,781
+7
| +0.4% | +$3.05K | 0.11% | 112 |
|
|
2024
Q4 | $654K | Hold |
1,774
| – | – | 0.1% | 113 |
|
|
2024
Q3 | $922K | Hold |
1,774
| – | – | 0.15% | 84 |
|
|
2024
Q2 | $961K | Hold |
1,774
| – | – | 0.16% | 79 |
|
|
2024
Q1 | $920K | Sell |
1,774
-694
| -28% | -$360K | 0.16% | 86 |
|
|
2023
Q4 | $1.16M | Buy |
2,468
+492
| +25% | +$232K | 0.22% | 72 |
|
|
2023
Q3 | $860K | Buy |
1,976
+1,053
| +114% | +$458K | 0.18% | 78 |
|
|
2023
Q2 | $410K | Buy |
923
+57
| +7% | +$25.3K | 0.09% | 121 |
|
|
2023
Q1 | $398K | Buy |
866
+110
| +15% | +$50.6K | 0.12% | 78 |
|
|
2022
Q4 | $388K | Sell |
756
-143
| -16% | -$73.4K | 0.14% | 77 |
|
|
2022
Q3 | $408K | Buy |
899
+198
| +28% | +$89.9K | 0.17% | 70 |
|
|
2022
Q2 | $338K | Buy |
701
+74
| +12% | +$35.7K | 0.32% | 70 |
|
|
2022
Q1 | $308K | Sell |
627
-226
| -26% | -$111K | 0.14% | 75 |
|
|
2021
Q4 | $395K | Buy |
+853
| New | +$395K | 0.18% | 66 |
|