Sonoma Private Wealth’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,152
| Closed | -$599K | – | 82 |
|
|
2024
Q3 | $599K | Sell |
1,152
-10
| -0.9% | -$5.2K | 0.93% | 35 |
|
|
2024
Q2 | $630K | Sell |
1,162
-19
| -2% | -$10.3K | 1.02% | 34 |
|
|
2024
Q1 | $612K | Buy |
1,181
+71
| +6% | +$36.8K | 0.99% | 38 |
|
|
2023
Q4 | $523K | Buy |
1,110
+308
| +38% | +$145K | 0.87% | 42 |
|
|
2023
Q3 | $349K | Buy |
802
+84
| +12% | +$36.6K | 0.64% | 55 |
|
|
2023
Q2 | $319K | Buy |
+718
| New | +$319K | 0.56% | 58 |
|