Shelton Capital Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $745K | Sell |
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|
2025
Q2 | $913K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $885K | Hold |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $753K | Hold |
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|
2024
Q1 | $721K | Hold |
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|
2023
Q4 | $655K | Sell |
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|
2023
Q3 | $641K | Hold |
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|
2023
Q2 | $654K | Sell |
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|
2023
Q1 | $679K | Sell |
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|
2022
Q4 | $781K | Hold |
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|
2022
Q3 | $691K | Sell |
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|
2022
Q2 | $747K | Sell |
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|
2022
Q1 | $764K | Sell |
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|
2021
Q4 | $2.81M | Sell |
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|
2021
Q3 | $2.27M | Sell |
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|
2021
Q2 | $2.34M | Hold |
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|
2021
Q1 | $2.2M | Buy |
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|
2020
Q4 | $536K | Sell |
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|
2020
Q3 | $2.91M | Buy |
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|
2020
Q2 | $722K | Buy |
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|
2020
Q1 | $410K | Hold |
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|
2019
Q4 | $545K | Sell |
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|
2019
Q3 | $481K | Hold |
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|
2019
Q2 | $565K | Buy |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $526K | Hold |
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|
2018
Q3 | $549K | Hold |
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|
2018
Q2 | $477K | Sell |
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|
2018
Q1 | $1.17M | Sell |
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|
2017
Q4 | $1.42M | Hold |
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|
2017
Q3 | $1.2M | Hold |
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|
2017
Q2 | $1.19M | Buy |
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|
2017
Q1 | $877K | Sell |
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|
2016
Q4 | $4.93M | Hold |
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|
2016
Q3 | $4.3M | Hold |
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|
2016
Q2 | $4.5M | Hold |
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|
2016
Q1 | $4.77M | Hold |
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|
2015
Q4 | $4.78M | Hold |
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|
2015
Q3 | $4.8M | Hold |
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|
2015
Q2 | $5.63M | Sell |
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|
2015
Q1 | $5.36M | Sell |
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|
2014
Q4 | $4.39M | Sell |
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|
2014
Q3 | $4.31M | Sell |
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|
2014
Q2 | $3.93M | Hold |
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|
2014
Q1 | $3.64M | Sell |
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|
2013
Q4 | $3.65M | Hold |
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|
2013
Q3 | $3.31M | Buy |
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|
2013
Q2 | $2.84M | Buy |
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