Sugarloaf Wealth Management’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 | $100K | Sell |
272
-102
| -27% | -$37.6K | 0.02% | 234 |
|
|
2024
Q3 | $195K | Buy |
374
+50
| +15% | +$26K | 0.04% | 172 |
|
|
2024
Q2 | $176K | Buy |
324
+1
| +0.3% | +$543 | 0.04% | 159 |
|
|
2024
Q1 | $168K | Buy |
323
+46
| +17% | +$23.9K | 0.03% | 176 |
|
|
2023
Q4 | $131K | Buy |
277
+22
| +9% | +$10.4K | 0.03% | 190 |
|
|
2023
Q3 | $111K | Buy |
255
+63
| +33% | +$27.5K | 0.03% | 196 |
|
|
2023
Q2 | $85.4K | Buy |
192
+35
| +22% | +$15.6K | 0.02% | 223 |
|
|
2023
Q1 | $72.2K | Buy |
157
+106
| +208% | +$48.8K | 0.02% | 236 |
|
|
2022
Q4 | $26.2K | Buy |
51
+26
| +104% | +$13.3K | 0.01% | 373 |
|
|
2022
Q3 | $12K | Hold |
25
| – | – | ﹤0.01% | 490 |
|
|
2022
Q2 | $12K | Hold |
25
| – | – | ﹤0.01% | 481 |
|
|
2022
Q1 | $12K | Hold |
25
| – | – | ﹤0.01% | 467 |
|
|
2021
Q4 | $12K | Hold |
25
| – | – | ﹤0.01% | 484 |
|
|
2021
Q3 | $9K | Hold |
25
| – | – | ﹤0.01% | 523 |
|
|
2021
Q2 | $10K | Sell |
25
-225
| -90% | -$90K | ﹤0.01% | 493 |
|
|
2021
Q1 | $90 | Buy |
250
+97
| +63% | +$35 | 0.03% | 200 |
|
|
2020
Q4 | $49K | Sell |
153
-1,349
| -90% | -$432K | 0.02% | 254 |
|
|
2020
Q3 | $403K | Buy |
1,502
+4
| +0.3% | +$1.07K | 0.15% | 71 |
|
|
2020
Q2 | $394K | Sell |
1,498
-101
| -6% | -$26.6K | 0.15% | 77 |
|
|
2020
Q1 | $363K | Buy |
1,599
+1,365
| +583% | +$310K | 0.16% | 76 |
|
|
2019
Q4 | $71K | Buy |
+234
| New | +$71K | 0.03% | 215 |
|