Simon Quick 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 | $504K | Buy |
1,296
+523
| +68% | +$203K | 0.02% | 434 |
|
|
2025
Q1 | $336K | Buy |
+773
| New | +$336K | 0.02% | 408 |
|
|
2024
Q4 | – | Sell |
-688
| Closed | -$358K | – | 496 |
|
|
2024
Q3 | $358K | Sell |
688
-59
| -8% | -$30.7K | 0.02% | 281 |
|
|
2024
Q2 | $405K | Buy |
+747
| New | +$405K | 0.03% | 246 |
|
|
2022
Q2 | – | Sell |
-294
| Closed | -$144K | – | 246 |
|
|
2022
Q1 | $144K | Buy |
294
+196
| +200% | +$96K | 0.04% | 120 |
|
|
2021
Q4 | $46K | Sell |
98
-1,121
| -92% | -$526K | 0.01% | 239 |
|
|
2021
Q3 | $454K | Buy |
1,219
+1,121
| +1,144% | +$418K | 0.12% | 82 |
|
|
2021
Q2 | $37K | Buy |
98
+50
| +104% | +$18.9K | 0.01% | 287 |
|
|
2021
Q1 | $17K | Buy |
+48
| New | +$17K | 0.01% | 363 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | -$2K | – | 458 |
|
|
2020
Q2 | $2K | Sell |
9
-10
| -53% | -$2.22K | ﹤0.01% | 406 |
|
|
2020
Q1 | $4K | Sell |
19
-41
| -68% | -$8.63K | ﹤0.01% | 357 |
|
|
2019
Q4 | $18K | Buy |
60
+38
| +173% | +$11.4K | 0.01% | 333 |
|
|
2019
Q3 | $5K | Buy |
22
+20
| +1,000% | +$4.55K | ﹤0.01% | 302 |
|
|
2019
Q2 | $564 | Buy |
+2
| New | +$564 | ﹤0.01% | 451 |
|