Smith Salley Wealth 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 | $12.3M | Buy |
31,626
+977
| +3% | +$380K | 0.71% | 42 |
|
|
2025
Q1 | $13.3M | Buy |
30,649
+944
| +3% | +$411K | 0.87% | 37 |
|
|
2024
Q4 | $11M | Sell |
29,705
-1,380
| -4% | -$509K | 0.7% | 42 |
|
|
2024
Q3 | $16.2M | Buy |
31,085
+815
| +3% | +$424K | 1.06% | 33 |
|
|
2024
Q2 | $16.4M | Buy |
30,270
+1,759
| +6% | +$953K | 1.18% | 31 |
|
|
2024
Q1 | $14.8M | Sell |
28,511
-3,476
| -11% | -$1.8M | 1.15% | 32 |
|
|
2023
Q4 | $15.1M | Buy |
31,987
+1,556
| +5% | +$734K | 0.97% | 37 |
|
|
2023
Q3 | $13.2M | Buy |
30,431
+7,080
| +30% | +$3.08M | 0.98% | 37 |
|
|
2023
Q2 | $10.4M | Buy |
+23,351
| New | +$10.4M | 0.77% | 43 |
|