Trust Company of Vermont’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 | $66.9K | Buy |
172
+9
| +6% | +$3.5K | ﹤0.01% | 503 |
|
|
2025
Q1 | $70.9K | Sell |
163
-29
| -15% | -$12.6K | ﹤0.01% | 470 |
|
|
2024
Q4 | $70.8K | Buy |
192
+15
| +8% | +$5.53K | ﹤0.01% | 476 |
|
|
2024
Q3 | $92K | Sell |
177
-122
| -41% | -$63.4K | ﹤0.01% | 423 |
|
|
2024
Q2 | $162K | Buy |
299
+232
| +346% | +$126K | 0.01% | 339 |
|
|
2024
Q1 | $34.7K | Sell |
67
-1
| -1% | -$519 | ﹤0.01% | 536 |
|
|
2023
Q4 | $32.1K | Buy |
68
+1
| +1% | +$472 | ﹤0.01% | 489 |
|
|
2023
Q3 | $29.2K | Hold |
67
| – | – | ﹤0.01% | 524 |
|
|
2023
Q2 | $29.8K | Hold |
67
| – | – | ﹤0.01% | 539 |
|
|
2023
Q1 | $30.8K | Hold |
67
| – | – | ﹤0.01% | 550 |
|
|
2022
Q4 | $34.4K | Sell |
67
-14
| -17% | -$7.18K | ﹤0.01% | 522 |
|
|
2022
Q3 | $37K | Buy |
81
+14
| +21% | +$6.4K | ﹤0.01% | 530 |
|
|
2022
Q2 | $32K | Buy |
+67
| New | +$32K | ﹤0.01% | 522 |
|
|
2022
Q1 | – | Sell |
-67
| Closed | -$31K | – | 430 |
|
|
2021
Q4 | $31K | Buy |
+67
| New | +$31K | ﹤0.01% | 537 |
|
|
2021
Q3 | – | Sell |
-67
| Closed | -$26K | – | 424 |
|
|
2021
Q2 | $26K | Hold |
67
| – | – | ﹤0.01% | 537 |
|
|
2021
Q1 | $24K | Hold |
67
| – | – | ﹤0.01% | 533 |
|
|
2020
Q4 | $22K | Hold |
67
| – | – | ﹤0.01% | 530 |
|
|
2020
Q3 | $18K | Hold |
67
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $18K | Hold |
67
| – | – | ﹤0.01% | 545 |
|
|
2020
Q1 | $15K | Hold |
67
| – | – | ﹤0.01% | 601 |
|
|
2019
Q4 | $20K | Sell |
67
-16
| -19% | -$4.78K | ﹤0.01% | 605 |
|
|
2019
Q3 | $20K | Hold |
83
| – | – | ﹤0.01% | 619 |
|
|
2019
Q2 | $23K | Sell |
83
-37
| -31% | -$10.3K | ﹤0.01% | 605 |
|
|
2019
Q1 | $34K | Sell |
120
-51
| -30% | -$14.5K | ﹤0.01% | 527 |
|
|
2018
Q4 | $45K | Sell |
171
-54
| -24% | -$14.2K | ﹤0.01% | 478 |
|
|
2018
Q3 | $62K | Hold |
225
| – | – | 0.01% | 478 |
|
|
2018
Q2 | $54K | Buy |
225
+165
| +275% | +$39.6K | ﹤0.01% | 512 |
|
|
2018
Q1 | $13K | Buy |
+60
| New | +$13K | ﹤0.01% | 713 |
|
|
2017
Q1 | – | Sell |
-12
| Closed | -$2K | – | 878 |
|
|
2016
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 832 |
|