U.S. Capital Wealth Advisors’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 | $229K | Buy |
589
+60
| +11% | +$23.3K | 0.01% | 798 |
|
|
2025
Q1 | $230K | Buy |
+529
| New | +$230K | 0.01% | 772 |
|
|
2023
Q4 | – | Sell |
-4,161
| Closed | -$1.81M | – | 674 |
|
|
2023
Q3 | $1.81M | Sell |
4,161
-1
| -0% | -$435 | 0.08% | 219 |
|
|
2023
Q2 | $1.85M | Sell |
4,162
-391
| -9% | -$174K | 0.09% | 223 |
|
|
2023
Q1 | $2.09M | Buy |
4,553
+297
| +7% | +$137K | 0.1% | 199 |
|
|
2022
Q4 | $2.18M | Buy |
4,256
+60
| +1% | +$30.8K | 0.1% | 190 |
|
|
2022
Q3 | $1.91M | Sell |
4,196
-5,349
| -56% | -$2.43M | 0.1% | 197 |
|
|
2022
Q2 | $4.61M | Sell |
9,545
-8
| -0.1% | -$3.86K | 0.2% | 102 |
|
|
2022
Q1 | $4.69M | Buy |
9,553
+239
| +3% | +$117K | 0.17% | 125 |
|
|
2021
Q4 | $4.32M | Sell |
9,314
-180
| -2% | -$83.4K | 0.17% | 133 |
|
|
2021
Q3 | $3.54M | Buy |
+9,494
| New | +$3.54M | 0.15% | 151 |
|