SAI
Systematic Alpha Investments’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
947
| – | – | 0.01% | 175 |
|
|
2025
Q1 | $412K | Hold |
947
| – | – | 0.02% | 160 |
|
|
2024
Q4 | $349K | Sell |
947
-650
| -41% | -$240K | 0.01% | 175 |
|
|
2024
Q3 | $830K | Hold |
1,597
| – | – | 0.03% | 117 |
|
|
2024
Q2 | $865K | Hold |
1,597
| – | – | 0.03% | 115 |
|
|
2024
Q1 | $828K | Hold |
1,597
| – | – | 0.03% | 116 |
|
|
2023
Q4 | $753K | Hold |
1,597
| – | – | 0.03% | 119 |
|
|
2023
Q3 | $695K | Hold |
1,597
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $710K | Hold |
1,597
| – | – | 0.03% | 119 |
|
|
2023
Q1 | $734K | Hold |
1,597
| – | – | 0.04% | 115 |
|
|
2022
Q4 | $819K | Hold |
1,597
| – | – | 0.04% | 106 |
|
|
2022
Q3 | $725K | Hold |
1,597
| – | – | 0.04% | 102 |
|
|
2022
Q2 | $771K | Hold |
1,597
| – | – | 0.04% | 101 |
|
|
2022
Q1 | $784K | Hold |
1,597
| – | – | 0.04% | 112 |
|
|
2021
Q4 | $740K | Hold |
1,597
| – | – | 0.03% | 121 |
|
|
2021
Q3 | $695K | Hold |
1,597
| – | – | 0.03% | 132 |
|
|
2021
Q2 | $603K | Buy |
1,597
+14
| +0.9% | +$5.29K | 0.03% | 129 |
|
|
2021
Q1 | $568K | Hold |
1,583
| – | – | 0.04% | 108 |
|
|
2020
Q4 | $508K | Buy |
+1,583
| New | +$508K | 0.06% | 92 |
|