TD Private Client Wealth’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 | $1.38M | Sell |
3,548
-487
| -12% | -$189K | 0.03% | 300 |
|
|
2025
Q1 | $1.76M | Buy |
4,035
+1,351
| +50% | +$588K | 0.05% | 247 |
|
|
2024
Q4 | $990K | Sell |
2,684
-310
| -10% | -$114K | 0.03% | 359 |
|
|
2024
Q3 | $1.56M | Buy |
2,994
+129
| +5% | +$67.1K | 0.04% | 289 |
|
|
2024
Q2 | $1.55M | Sell |
2,865
-499
| -15% | -$270K | 0.05% | 281 |
|
|
2024
Q1 | $1.74M | Buy |
3,364
+302
| +10% | +$157K | 0.06% | 258 |
|
|
2023
Q4 | $1.44M | Buy |
3,062
+142
| +5% | +$67K | 0.05% | 275 |
|
|
2023
Q3 | $1.27M | Buy |
2,920
+365
| +14% | +$159K | 0.06% | 283 |
|
|
2023
Q2 | $1.14M | Buy |
2,555
+59
| +2% | +$26.2K | 0.05% | 308 |
|
|
2023
Q1 | $1.15M | Sell |
2,496
-40
| -2% | -$18.4K | 0.05% | 309 |
|
|
2022
Q4 | $1.3M | Sell |
2,536
-678
| -21% | -$348K | 0.06% | 279 |
|
|
2022
Q3 | $1.46M | Sell |
3,214
-400
| -11% | -$182K | 0.07% | 249 |
|
|
2022
Q2 | $1.74M | Sell |
3,614
-604
| -14% | -$291K | 0.09% | 228 |
|
|
2022
Q1 | $2.07M | Buy |
4,218
+51
| +1% | +$25.1K | 0.09% | 227 |
|
|
2021
Q4 | $1.93M | Sell |
4,167
-26
| -0.6% | -$12.1K | 0.08% | 240 |
|
|
2021
Q3 | $1.56M | Sell |
4,193
-3,796
| -48% | -$1.42M | 0.07% | 273 |
|
|
2021
Q2 | $3.05M | Buy |
7,989
+8
| +0.1% | +$3.05K | 0.13% | 171 |
|
|
2021
Q1 | $2.86M | Sell |
7,981
-547
| -6% | -$196K | 0.13% | 171 |
|
|
2020
Q4 | $2.74M | Sell |
8,528
-686
| -7% | -$220K | 0.14% | 160 |
|
|
2020
Q3 | $2.47M | Sell |
9,214
-1,950
| -17% | -$524K | 0.14% | 163 |
|
|
2020
Q2 | $2.94M | Buy |
11,164
+1,912
| +21% | +$503K | 0.17% | 133 |
|
|
2020
Q1 | $2.1M | Buy |
9,252
+1,701
| +23% | +$386K | 0.15% | 143 |
|
|
2019
Q4 | $2.28M | Buy |
+7,551
| New | +$2.28M | 0.14% | 159 |
|