Stratos 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
$1.4M Buy
3,608
+1,009
+39% +$393K 0.06% 164
2025
Q1
$1.13M Buy
2,599
+1,987
+325% +$865K 0.06% 151
2024
Q4
$226K Sell
612
-767
-56% -$283K 0.01% 250
2024
Q3
$717K Buy
1,379
+37
+3% +$19.2K 0.05% 132
2024
Q2
$728K Buy
1,342
+63
+5% +$34.2K 0.06% 131
2024
Q1
$664K Buy
1,279
+49
+4% +$25.4K 0.06% 125
2023
Q4
$580K Sell
1,230
-84
-6% -$39.6K 0.07% 114
2023
Q3
$573K Buy
1,314
+115
+10% +$50.1K 0.09% 107
2023
Q2
$533K Buy
1,199
+186
+18% +$82.7K 0.08% 108
2023
Q1
$466K Buy
+1,013
New +$466K 0.08% 115