Stone House Investment 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 | $6.22K | Hold |
16
| – | – | ﹤0.01% | 301 |
|
|
2025
Q1 | $6.96K | Buy |
+16
| New | +$6.96K | ﹤0.01% | 283 |
|
|
2024
Q4 | – | Sell |
-16
| Closed | -$8.32K | – | 150 |
|
|
2024
Q3 | $8.32K | Hold |
16
| – | – | ﹤0.01% | 236 |
|
|
2024
Q2 | $8.67K | Hold |
16
| – | – | ﹤0.01% | 230 |
|
|
2024
Q1 | $8.3K | Hold |
16
| – | – | ﹤0.01% | 247 |
|
|
2023
Q4 | $7.55K | Hold |
16
| – | – | ﹤0.01% | 178 |
|
|
2023
Q3 | $6.97K | Hold |
16
| – | – | ﹤0.01% | 185 |
|
|
2023
Q2 | $7.11K | Hold |
16
| – | – | ﹤0.01% | 183 |
|
|
2023
Q1 | $7.36K | Buy |
+16
| New | +$7.36K | ﹤0.01% | 184 |
|
|
2019
Q2 | – | Sell |
-16
| Closed | -$5K | – | 77 |
|
|
2019
Q1 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 176 |
|