Taylor Financial Group’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 | $725K | Hold |
1,865
| – | – | 0.45% | 46 |
|
|
2025
Q1 | $811K | Sell |
1,865
-100
| -5% | -$43.5K | 0.56% | 41 |
|
|
2024
Q4 | $725K | Hold |
1,965
| – | – | 0.5% | 42 |
|
|
2024
Q3 | $1.02M | Sell |
1,965
-100
| -5% | -$52K | 0.71% | 36 |
|
|
2024
Q2 | $1.12M | Hold |
2,065
| – | – | 0.86% | 30 |
|
|
2024
Q1 | $1.07M | Hold |
2,065
| – | – | 0.82% | 31 |
|
|
2023
Q4 | $974K | Buy |
+2,065
| New | +$974K | 0.8% | 33 |
|