TW
Transform Wealth’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $348K | Sell |
800
-5,134
| -87% | -$2.23M | 0.02% | 200 |
|
|
2024
Q4 | $2.19M | Sell |
5,934
-191
| -3% | -$70.5K | 0.12% | 114 |
|
|
2024
Q3 | $3.19M | Sell |
6,125
-256
| -4% | -$133K | 0.21% | 84 |
|
|
2024
Q2 | $3.46M | Sell |
6,381
-90
| -1% | -$48.8K | 0.26% | 77 |
|
|
2024
Q1 | $3.36M | Sell |
6,471
-125
| -2% | -$64.8K | 0.32% | 79 |
|
|
2023
Q4 | $3.11M | Sell |
6,596
-290
| -4% | -$137K | 0.3% | 93 |
|
|
2023
Q3 | $3M | Buy |
6,886
+23
| +0.3% | +$10K | 0.32% | 88 |
|
|
2023
Q2 | $3.05M | Sell |
6,863
-76
| -1% | -$33.8K | 0.27% | 99 |
|
|
2023
Q1 | $3.19M | Buy |
6,939
+9
| +0.1% | +$4.14K | 0.3% | 92 |
|
|
2022
Q4 | $3.56M | Sell |
6,930
-351
| -5% | -$180K | 0.4% | 74 |
|
|
2022
Q3 | $3.31M | Buy |
7,281
+505
| +7% | +$229K | 0.43% | 67 |
|
|
2022
Q2 | $3.27M | Sell |
6,776
-1,891
| -22% | -$913K | 0.49% | 61 |
|
|
2022
Q1 | $4.26M | Sell |
8,667
-303
| -3% | -$149K | 0.48% | 69 |
|
|
2021
Q4 | $4.16M | Sell |
8,970
-108
| -1% | -$50.1K | 0.43% | 69 |
|
|
2021
Q3 | $3.38M | Sell |
9,078
-66
| -0.7% | -$24.6K | 0.39% | 76 |
|
|
2021
Q2 | $3.49M | Buy |
9,144
+7,130
| +354% | +$2.72M | 0.43% | 74 |
|
|
2021
Q1 | $723K | Buy |
2,014
+166
| +9% | +$59.6K | 0.15% | 121 |
|
|
2020
Q4 | $593K | Sell |
1,848
-11,183
| -86% | -$3.59M | 0.12% | 134 |
|
|
2020
Q3 | $3.5M | Buy |
13,031
+2,111
| +19% | +$567K | 0.56% | 60 |
|
|
2020
Q2 | $2.87M | Buy |
10,920
+225
| +2% | +$59.2K | 0.49% | 65 |
|
|
2020
Q1 | $2.43M | Buy |
10,695
+971
| +10% | +$220K | 0.52% | 69 |
|
|
2019
Q4 | $2.94M | Sell |
9,724
-606
| -6% | -$183K | 0.47% | 73 |
|
|
2019
Q3 | $2.48M | Sell |
10,330
-1,706
| -14% | -$410K | 0.44% | 77 |
|
|
2019
Q2 | $3.4M | Sell |
12,036
-4,489
| -27% | -$1.27M | 0.5% | 73 |
|
|
2019
Q1 | $4.74M | Sell |
16,525
-384
| -2% | -$110K | 0.88% | 43 |
|
|
2018
Q4 | $4.44M | Buy |
16,909
+1,370
| +9% | +$360K | 0.91% | 42 |
|
|
2018
Q3 | $4.26M | Buy |
15,539
+8,395
| +118% | +$2.3M | 0.74% | 55 |
|
|
2018
Q2 | $1.7M | Buy |
7,144
+47
| +0.7% | +$11.2K | 0.31% | 97 |
|
|
2018
Q1 | $1.56M | Buy |
+7,097
| New | +$1.56M | 0.3% | 112 |
|