SWM
Spire Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Sell |
289
-173
| -37% | -$67.3K | ﹤0.01% | 933 |
|
|
2025
Q1 | $201K | Buy |
462
+9
| +2% | +$3.91K | 0.01% | 824 |
|
|
2024
Q4 | $167K | Sell |
453
-229
| -34% | -$84.5K | 0.01% | 873 |
|
|
2024
Q3 | $355K | Sell |
682
-62
| -8% | -$32.2K | 0.01% | 598 |
|
|
2024
Q2 | $403K | Sell |
744
-182
| -20% | -$98.6K | 0.01% | 535 |
|
|
2024
Q1 | $480K | Sell |
926
-130
| -12% | -$67.4K | 0.01% | 522 |
|
|
2023
Q4 | $491K | Buy |
1,056
+124
| +13% | +$57.6K | 0.02% | 521 |
|
|
2023
Q3 | $406K | Sell |
932
-25
| -3% | -$10.9K | 0.02% | 520 |
|
|
2023
Q2 | $425K | Sell |
957
-15,376
| -94% | -$6.83M | 0.02% | 533 |
|
|
2023
Q1 | $7.51M | Buy |
16,333
+2,513
| +18% | +$1.16M | 0.29% | 73 |
|
|
2022
Q4 | $7.09M | Sell |
13,820
-708
| -5% | -$363K | 0.4% | 57 |
|
|
2022
Q3 | $6.6M | Sell |
14,528
-4,722
| -25% | -$2.14M | 0.4% | 59 |
|
|
2022
Q2 | $9.29M | Sell |
19,250
-6,868
| -26% | -$3.31M | 0.38% | 65 |
|
|
2022
Q1 | $13M | Buy |
26,118
+24,012
| +1,140% | +$11.9M | 0.35% | 76 |
|
|
2021
Q4 | $1.17M | Sell |
2,106
-787
| -27% | -$438K | 0.03% | 430 |
|
|
2021
Q3 | $1.26M | Sell |
2,893
-917
| -24% | -$400K | 0.03% | 360 |
|
|
2021
Q2 | $1.48M | Buy |
3,810
+2,400
| +170% | +$934K | 0.04% | 339 |
|
|
2021
Q1 | $521K | Buy |
+1,410
| New | +$521K | 0.01% | 657 |
|