TIA
Tandem Investment Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-718
| Closed | -$339K | – | 88 |
|
|
2023
Q4 | $339K | Buy |
718
+16
| +2% | +$7.55K | 0.01% | 68 |
|
|
2023
Q3 | $306K | Sell |
702
-72
| -9% | -$31.4K | 0.01% | 68 |
|
|
2023
Q2 | $344K | Sell |
774
-10
| -1% | -$4.44K | 0.02% | 65 |
|
|
2023
Q1 | $360K | Buy |
784
+19
| +2% | +$8.72K | 0.02% | 63 |
|
|
2022
Q4 | $392K | Sell |
765
-25
| -3% | -$12.8K | 0.02% | 65 |
|
|
2022
Q3 | $359K | Sell |
790
-13
| -2% | -$5.91K | 0.02% | 67 |
|
|
2022
Q2 | $388K | Sell |
803
-134
| -14% | -$64.7K | 0.02% | 60 |
|
|
2022
Q1 | $460K | Sell |
937
-43
| -4% | -$21.1K | 0.03% | 53 |
|
|
2021
Q4 | $454K | Buy |
980
+1
| +0.1% | +$463 | 0.03% | 57 |
|
|
2021
Q3 | $365K | Hold |
979
| – | – | 0.03% | 59 |
|
|
2021
Q2 | $374K | Sell |
979
-11
| -1% | -$4.2K | 0.03% | 51 |
|
|
2021
Q1 | $355K | Sell |
990
-101
| -9% | -$36.2K | 0.03% | 56 |
|
|
2020
Q4 | $350K | Buy |
1,091
+66
| +6% | +$21.2K | 0.04% | 54 |
|
|
2020
Q3 | $275K | Sell |
1,025
-97
| -9% | -$26K | 0.03% | 59 |
|
|
2020
Q2 | $295K | Buy |
+1,122
| New | +$295K | 0.04% | 57 |
|