Tortoise Investment 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 | $12.4K | Buy |
32
+4
| +14% | +$1.56K | ﹤0.01% | 570 |
|
|
2025
Q1 | $12.2K | Hold |
28
| – | – | ﹤0.01% | 562 |
|
|
2024
Q4 | $10.3K | Hold |
28
| – | – | ﹤0.01% | 629 |
|
|
2024
Q3 | $14.6K | Hold |
28
| – | – | ﹤0.01% | 592 |
|
|
2024
Q2 | $15.2K | Hold |
28
| – | – | ﹤0.01% | 575 |
|
|
2024
Q1 | $14.5K | Hold |
28
| – | – | ﹤0.01% | 568 |
|
|
2023
Q4 | $13.2K | Hold |
28
| – | – | ﹤0.01% | 531 |
|
|
2023
Q3 | $12.2K | Hold |
28
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $12.4K | Hold |
28
| – | – | ﹤0.01% | 525 |
|
|
2023
Q1 | $12.9K | Hold |
28
| – | – | ﹤0.01% | 515 |
|
|
2022
Q4 | $14.4K | Hold |
28
| – | – | ﹤0.01% | 496 |
|
|
2022
Q3 | $13K | Hold |
28
| – | – | ﹤0.01% | 490 |
|
|
2022
Q2 | $14K | Hold |
28
| – | – | ﹤0.01% | 469 |
|
|
2022
Q1 | $14K | Hold |
28
| – | – | ﹤0.01% | 465 |
|
|
2021
Q4 | $13K | Hold |
28
| – | – | ﹤0.01% | 451 |
|
|
2021
Q3 | $10K | Hold |
28
| – | – | ﹤0.01% | 463 |
|
|
2021
Q2 | $11K | Hold |
28
| – | – | ﹤0.01% | 449 |
|
|
2021
Q1 | $10K | Hold |
28
| – | – | ﹤0.01% | 440 |
|
|
2020
Q4 | $9K | Hold |
28
| – | – | ﹤0.01% | 424 |
|
|
2020
Q3 | $8K | Hold |
28
| – | – | ﹤0.01% | 399 |
|
|
2020
Q2 | $7K | Hold |
28
| – | – | ﹤0.01% | 395 |
|
|
2020
Q1 | $6K | Hold |
28
| – | – | ﹤0.01% | 419 |
|
|
2019
Q4 | $8K | Hold |
28
| – | – | ﹤0.01% | 437 |
|
|
2019
Q3 | $7K | Sell |
28
-186
| -87% | -$46.5K | ﹤0.01% | 447 |
|
|
2019
Q2 | $60K | Hold |
214
| – | – | 0.02% | 231 |
|
|
2019
Q1 | $61K | Hold |
214
| – | – | 0.02% | 226 |
|
|
2018
Q4 | $56K | Hold |
214
| – | – | 0.02% | 222 |
|
|
2018
Q3 | $59K | Hold |
214
| – | – | 0.02% | 227 |
|
|
2018
Q2 | $51K | Hold |
214
| – | – | 0.01% | 242 |
|
|
2018
Q1 | $47K | Hold |
214
| – | – | 0.01% | 248 |
|
|
2017
Q4 | $48K | Sell |
214
-7
| -3% | -$1.57K | 0.01% | 248 |
|
|
2017
Q3 | $42K | Sell |
221
-79
| -26% | -$15K | 0.01% | 244 |
|
|
2017
Q2 | $56K | Buy |
+300
| New | +$56K | 0.02% | 201 |
|
|
2013
Q3 | – | Sell |
-170
| Closed | -$14K | – | 350 |
|
|
2013
Q2 | $14K | Buy |
+170
| New | +$14K | 0.01% | 201 |
|