SimplyRich’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 | $2.4M | Sell |
6,161
-180
| -3% | -$70K | 0.67% | 30 |
|
|
2025
Q1 | $2.76M | Buy |
6,341
+92
| +1% | +$40K | 0.8% | 25 |
|
|
2024
Q4 | $2.31M | Sell |
6,249
-87
| -1% | -$32.1K | 0.66% | 29 |
|
|
2024
Q3 | $3.29M | Buy |
6,336
+224
| +4% | +$116K | 0.92% | 21 |
|
|
2024
Q2 | $3.31M | Buy |
6,112
+56
| +0.9% | +$30.3K | 1.05% | 17 |
|
|
2024
Q1 | $3.14M | Buy |
6,056
+14
| +0.2% | +$7.26K | 1.01% | 18 |
|
|
2023
Q4 | $2.85M | Buy |
6,042
+12
| +0.2% | +$5.66K | 0.98% | 19 |
|
|
2023
Q3 | $2.63M | Hold |
6,030
| – | – | 1.27% | 13 |
|
|
2023
Q2 | $2.68M | Buy |
6,030
+1
| +0% | +$444 | 0.96% | 21 |
|
|
2023
Q1 | $2.77M | Hold |
6,029
| – | – | 1.04% | 20 |
|
|
2022
Q4 | $3.09M | Buy |
6,029
+1
| +0% | +$513 | 1.23% | 16 |
|
|
2022
Q3 | $2.74M | Hold |
6,028
| – | – | 1.23% | 16 |
|
|
2022
Q2 | $2.91M | Hold |
6,028
| – | – | 1.21% | 16 |
|
|
2022
Q1 | $2.96M | Hold |
6,028
| – | – | 1.04% | 18 |
|
|
2021
Q4 | $2.79M | Hold |
6,028
| – | – | 0.93% | 21 |
|
|
2021
Q3 | $2.25M | Hold |
6,028
| – | – | 0.82% | 23 |
|
|
2021
Q2 | $2.3M | Hold |
6,028
| – | – | 1.06% | 19 |
|
|
2021
Q1 | $2.16M | Hold |
6,028
| – | – | 0.86% | 25 |
|
|
2020
Q4 | $1.94M | Hold |
6,028
| – | – | 0.87% | 26 |
|
|
2020
Q3 | $1.62M | Hold |
6,028
| – | – | 0.81% | 30 |
|
|
2020
Q2 | $1.56M | Hold |
6,028
| – | – | 0.86% | 29 |
|
|
2020
Q1 | $1.39M | Hold |
6,028
| – | – | 0.93% | 27 |
|
|
2019
Q4 | $1.84M | Hold |
6,028
| – | – | 0.92% | 26 |
|
|
2019
Q3 | $1.43M | Hold |
6,028
| – | – | 0.78% | 33 |
|
|
2019
Q2 | $1.7M | Buy |
+6,028
| New | +$1.7M | 0.94% | 26 |
|
|
2018
Q4 | – | Sell |
-6,188
| Closed | -$1.7M | – | 94 |
|
|
2018
Q3 | $1.7M | Hold |
6,188
| – | – | 0.93% | 26 |
|
|
2018
Q2 | $1.47M | Hold |
6,188
| – | – | 0.85% | 28 |
|
|
2018
Q1 | $1.36M | Hold |
6,188
| – | – | 0.76% | 34 |
|
|
2017
Q4 | $1.39M | Buy |
+6,188
| New | +$1.39M | 0.78% | 34 |
|