TFA
Toth Financial Advisory’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
7,150
+2,194
| +44% | +$853K | 0.32% | 88 |
|
|
2025
Q1 | $2.16M | Sell |
4,956
-209
| -4% | -$90.9K | 0.26% | 97 |
|
|
2024
Q4 | $1.91M | Sell |
5,165
-4,670
| -47% | -$1.72M | 0.22% | 102 |
|
|
2024
Q3 | $5.11M | Buy |
9,835
+1,296
| +15% | +$674K | 0.6% | 61 |
|
|
2024
Q2 | $4.63M | Buy |
8,539
+1,027
| +14% | +$556K | 0.59% | 61 |
|
|
2024
Q1 | $3.9M | Buy |
7,512
+2,319
| +45% | +$1.2M | 0.49% | 71 |
|
|
2023
Q4 | $2.45M | Buy |
5,193
+1,911
| +58% | +$901K | 0.33% | 88 |
|
|
2023
Q3 | $1.43M | Buy |
3,282
+272
| +9% | +$118K | 0.22% | 106 |
|
|
2023
Q2 | $1.34M | Buy |
3,010
+1,114
| +59% | +$495K | 0.19% | 108 |
|
|
2023
Q1 | $872K | Buy |
1,896
+497
| +36% | +$229K | 0.14% | 119 |
|
|
2022
Q4 | $717K | Buy |
1,399
+1,315
| +1,565% | +$674K | 0.12% | 126 |
|
|
2022
Q3 | $38K | Hold |
84
| – | – | 0.01% | 299 |
|
|
2022
Q2 | $40K | Buy |
84
+9
| +12% | +$4.29K | 0.01% | 293 |
|
|
2022
Q1 | $37K | Hold |
75
| – | – | 0.01% | 316 |
|
|
2021
Q4 | $35K | Sell |
75
-175
| -70% | -$81.7K | ﹤0.01% | 326 |
|
|
2021
Q3 | $93K | Buy |
250
+25
| +11% | +$9.3K | 0.01% | 247 |
|
|
2021
Q2 | $86K | Hold |
225
| – | – | 0.01% | 237 |
|
|
2021
Q1 | $81K | Buy |
225
+50
| +29% | +$18K | 0.01% | 248 |
|
|
2020
Q4 | $56K | Buy |
175
+75
| +75% | +$24K | 0.01% | 254 |
|
|
2020
Q3 | $27K | Sell |
100
-6
| -6% | -$1.62K | 0.01% | 280 |
|
|
2020
Q2 | $28K | Buy |
106
+6
| +6% | +$1.59K | 0.01% | 255 |
|
|
2020
Q1 | $23K | Hold |
100
| – | – | 0.01% | 221 |
|
|
2019
Q4 | $30K | Hold |
100
| – | – | 0.01% | 234 |
|
|
2019
Q3 | $24K | Buy |
100
+40
| +67% | +$9.6K | 0.01% | 261 |
|
|
2019
Q2 | $17K | Hold |
60
| – | – | ﹤0.01% | 280 |
|
|
2019
Q1 | $17K | Hold |
60
| – | – | ﹤0.01% | 270 |
|
|
2018
Q4 | $16K | Sell |
60
-20
| -25% | -$5.33K | ﹤0.01% | 252 |
|
|
2018
Q3 | $22K | Hold |
80
| – | – | ﹤0.01% | 262 |
|
|
2018
Q2 | $19K | Hold |
80
| – | – | ﹤0.01% | 271 |
|
|
2018
Q1 | $18K | Hold |
80
| – | – | ﹤0.01% | 276 |
|
|
2017
Q4 | $18K | Buy |
+80
| New | +$18K | ﹤0.01% | 280 |
|