Signet Financial 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
$327K Buy
840
+21
+3% +$8.17K 0.04% 231
2025
Q1
$356K Sell
819
-54
-6% -$23.5K 0.05% 222
2024
Q4
$322K Sell
873
-97
-10% -$35.8K 0.04% 222
2024
Q3
$505K Sell
970
-34
-3% -$17.7K 0.06% 193
2024
Q2
$544K Sell
1,004
-21
-2% -$11.4K 0.07% 186
2024
Q1
$532K Sell
1,025
-36
-3% -$18.7K 0.07% 194
2023
Q4
$500K Sell
1,061
-43
-4% -$20.3K 0.07% 192
2023
Q3
$481K Sell
1,104
-113
-9% -$49.2K 0.08% 189
2023
Q2
$541K Sell
1,217
-31
-2% -$13.8K 0.09% 186
2023
Q1
$574K Sell
1,248
-21
-2% -$9.66K 0.1% 177
2022
Q4
$651K Sell
1,269
-17
-1% -$8.72K 0.12% 170
2022
Q3
$584K Sell
1,286
-18
-1% -$8.17K 0.11% 156
2022
Q2
$629K Sell
1,304
-24
-2% -$11.6K 0.12% 149
2022
Q1
$653K Sell
1,328
-47
-3% -$23.1K 0.11% 154
2021
Q4
$637K Buy
1,375
+13
+1% +$6.02K 0.1% 155
2021
Q3
$508K Buy
+1,362
New +$508K 0.09% 164
2021
Q2
Sell
-1,330
Closed -$478K 151
2021
Q1
$478K Buy
1,330
+23
+2% +$8.27K 0.09% 167
2020
Q4
$420K Sell
1,307
-24
-2% -$7.71K 0.08% 176
2020
Q3
$436K Buy
+1,331
New +$436K 0.1% 166
2018
Q4
Sell
-12
Closed -$3K 390
2018
Q3
$3K Hold
12
﹤0.01% 830
2018
Q2
$3K Hold
12
﹤0.01% 759
2018
Q1
$3K Buy
+12
New +$3K ﹤0.01% 708