Strategic Wealth Partners’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 | $1.64M | Buy |
+4,219
| New | +$1.64M | 0.13% | 116 |
|
|
2024
Q4 | $1.64M | Sell |
4,192
-708
| -14% | -$277K | 0.14% | 116 |
|
|
2024
Q3 | $2.55M | Sell |
4,900
-1,924
| -28% | -$1M | 0.24% | 92 |
|
|
2024
Q2 | $3.7M | Sell |
6,824
-16
| -0.2% | -$8.67K | 0.39% | 79 |
|
|
2024
Q1 | $3.55M | Buy |
6,840
+172
| +3% | +$89.2K | 0.39% | 82 |
|
|
2023
Q4 | $3.14M | Sell |
6,668
-236
| -3% | -$111K | 0.39% | 81 |
|
|
2023
Q3 | $3.01M | Sell |
6,904
-87
| -1% | -$37.9K | 0.4% | 74 |
|
|
2023
Q2 | $3.11M | Buy |
6,991
+6,367
| +1,020% | +$2.83M | 0.4% | 76 |
|
|
2023
Q1 | $287K | Buy |
+624
| New | +$287K | 0.04% | 219 |
|
|
2020
Q2 | – | Sell |
-810
| Closed | -$245K | – | 140 |
|
|
2020
Q1 | $245K | Buy |
+810
| New | +$245K | 0.13% | 124 |
|
|
2019
Q4 | – | Sell |
-1,359
| Closed | -$110K | – | 233 |
|
|
2019
Q3 | $110K | Sell |
1,359
-3,307
| -71% | -$267K | 0.56% | 51 |
|
|
2019
Q2 | $1.32M | Sell |
4,666
-482
| -9% | -$136K | 0.64% | 44 |
|
|
2019
Q1 | $1.48M | Buy |
5,148
+910
| +21% | +$262K | 0.68% | 41 |
|
|
2018
Q4 | $1.1M | Sell |
4,238
-26
| -0.6% | -$6.74K | 0.55% | 50 |
|
|
2018
Q3 | $1.17M | Buy |
4,264
+513
| +14% | +$141K | 0.62% | 50 |
|
|
2018
Q2 | $893K | Buy |
+3,751
| New | +$893K | 0.52% | 63 |
|