Stiles Financial Services’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 |
-1,126
| Closed | -$586K | – | 185 |
|
|
2024
Q3 | $586K | Sell |
1,126
-15
| -1% | -$7.8K | 0.21% | 99 |
|
|
2024
Q2 | $618K | Sell |
1,141
-18
| -2% | -$9.75K | 0.24% | 92 |
|
|
2024
Q1 | $602K | Sell |
1,159
-21
| -2% | -$10.9K | 0.24% | 97 |
|
|
2023
Q4 | $557K | Buy |
1,180
+1
| +0.1% | +$472 | 0.25% | 97 |
|
|
2023
Q3 | $514K | Sell |
1,179
-8
| -0.7% | -$3.48K | 0.27% | 99 |
|
|
2023
Q2 | $527K | Sell |
1,187
-12
| -1% | -$5.33K | 0.26% | 99 |
|
|
2023
Q1 | $551K | Buy |
1,199
+4
| +0.3% | +$1.84K | 0.3% | 93 |
|
|
2022
Q4 | $613K | Sell |
1,195
-17
| -1% | -$8.72K | 0.35% | 83 |
|
|
2022
Q3 | $551K | Sell |
1,212
-7
| -0.6% | -$3.18K | 0.33% | 81 |
|
|
2022
Q2 | $588K | Sell |
1,219
-12
| -1% | -$5.79K | 0.35% | 79 |
|
|
2022
Q1 | $605K | Sell |
1,231
-62
| -5% | -$30.5K | 0.3% | 92 |
|
|
2021
Q4 | $599K | Buy |
+1,293
| New | +$599K | 0.29% | 96 |
|