Simplicity Wealth’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 | $2.16M | Buy |
5,566
+2,144
| +63% | +$834K | 0.09% | 207 |
|
|
2025
Q1 | $1.49M | Buy |
+3,422
| New | +$1.49M | 0.12% | 194 |
|
|
2024
Q4 | – | Sell |
-2,300
| Closed | -$1.2M | – | 394 |
|
|
2024
Q3 | $1.2M | Sell |
2,300
-22,607
| -91% | -$11.8M | 0.11% | 167 |
|
|
2024
Q2 | $13.5M | Buy |
24,907
+616
| +3% | +$334K | 0.31% | 62 |
|
|
2024
Q1 | $12.6M | Buy |
+24,291
| New | +$12.6M | 0.3% | 64 |
|