Thrive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-492
| Closed | -$214K | – | 232 |
|
|
2025
Q1 | $214K | Buy |
+492
| New | +$214K | 0.04% | 206 |
|
|
2024
Q4 | – | Sell |
-800
| Closed | -$416K | – | 205 |
|
|
2024
Q3 | $416K | Sell |
800
-4
| -0.5% | -$2.08K | 0.08% | 133 |
|
|
2024
Q2 | $436K | Buy |
804
+1
| +0.1% | +$542 | 0.09% | 121 |
|
|
2024
Q1 | $417K | Buy |
803
+96
| +14% | +$49.8K | 0.09% | 127 |
|
|
2023
Q4 | $333K | Sell |
707
-65
| -8% | -$30.6K | 0.07% | 134 |
|
|
2023
Q3 | $336K | Buy |
772
+69
| +10% | +$30.1K | 0.09% | 117 |
|
|
2023
Q2 | $312K | Sell |
703
-58
| -8% | -$25.8K | 0.08% | 130 |
|
|
2023
Q1 | $350K | Buy |
761
+24
| +3% | +$11K | 0.09% | 124 |
|
|
2022
Q4 | $378K | Buy |
737
+7
| +1% | +$3.59K | 0.11% | 106 |
|
|
2022
Q3 | $331K | Buy |
+730
| New | +$331K | 0.12% | 108 |
|