SEIA
Signature Estate & Investment Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
2,644
-4
| -0.2% | -$1.56K | 0.02% | 233 |
|
|
2025
Q1 | $1.15M | Sell |
2,648
-3,683
| -58% | -$1.6M | 0.03% | 190 |
|
|
2024
Q4 | $2.34M | Buy |
6,331
+116
| +2% | +$42.8K | 0.06% | 119 |
|
|
2024
Q3 | $3.23M | Sell |
6,215
-1,880
| -23% | -$978K | 0.07% | 91 |
|
|
2024
Q2 | $4.39M | Buy |
8,095
+375
| +5% | +$203K | 0.11% | 78 |
|
|
2024
Q1 | $4M | Buy |
7,720
+503
| +7% | +$261K | 0.11% | 61 |
|
|
2023
Q4 | $3.4M | Buy |
7,217
+4,998
| +225% | +$2.36M | 0.1% | 63 |
|
|
2023
Q3 | $966K | Buy |
2,219
+1
| +0% | +$435 | 0.03% | 96 |
|
|
2023
Q2 | $986K | Hold |
2,218
| – | – | 0.03% | 99 |
|
|
2023
Q1 | $1.02M | Buy |
2,218
+410
| +23% | +$189K | 0.04% | 94 |
|
|
2022
Q4 | $928K | Sell |
1,808
-4
| -0.2% | -$2.05K | 0.03% | 99 |
|
|
2022
Q3 | $824K | Buy |
1,812
+10
| +0.6% | +$4.55K | 0.04% | 96 |
|
|
2022
Q2 | $870K | Sell |
1,802
-11
| -0.6% | -$5.31K | 0.04% | 97 |
|
|
2022
Q1 | $890K | Buy |
1,813
+97
| +6% | +$47.6K | 0.04% | 96 |
|
|
2021
Q4 | $796K | Buy |
1,716
+5
| +0.3% | +$2.32K | 0.04% | 97 |
|
|
2021
Q3 | $638K | Buy |
1,711
+6
| +0.4% | +$2.24K | 0.03% | 103 |
|
|
2021
Q2 | $651K | Sell |
1,705
-28
| -2% | -$10.7K | 0.03% | 100 |
|
|
2021
Q1 | $622K | Buy |
1,733
+4
| +0.2% | +$1.44K | 0.03% | 110 |
|
|
2020
Q4 | $555K | Hold |
1,729
| – | – | 0.03% | 108 |
|
|
2020
Q3 | $465K | Hold |
1,729
| – | – | 0.03% | 108 |
|
|
2020
Q2 | $455K | Buy |
1,729
+26
| +2% | +$6.84K | 0.03% | 101 |
|
|
2020
Q1 | $387K | Sell |
1,703
-58
| -3% | -$13.2K | 0.03% | 105 |
|
|
2019
Q4 | $532K | Buy |
1,761
+330
| +23% | +$99.7K | 0.03% | 110 |
|
|
2019
Q3 | $344K | Buy |
1,431
+45
| +3% | +$10.8K | 0.02% | 121 |
|
|
2019
Q2 | $391K | Sell |
1,386
-10
| -0.7% | -$2.82K | 0.03% | 123 |
|
|
2019
Q1 | $400K | Buy |
1,396
+25
| +2% | +$7.16K | 0.03% | 122 |
|
|
2018
Q4 | $360K | Buy |
1,371
+1
| +0.1% | +$263 | 0.03% | 123 |
|
|
2018
Q3 | $376K | Buy |
1,370
+10
| +0.7% | +$2.75K | 0.03% | 106 |
|
|
2018
Q2 | $324K | Buy |
+1,360
| New | +$324K | 0.03% | 118 |
|
|
2017
Q4 | – | Sell |
-971
| Closed | -$184K | – | 162 |
|
|
2017
Q3 | $184K | Buy |
+971
| New | +$184K | 0.02% | 131 |
|