United Capital Financial 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 | $3.82M | Buy |
9,816
+2,659
| +37% | +$1.03M | 0.03% | 314 |
|
|
2025
Q1 | $3.11M | Buy |
7,157
+1,061
| +17% | +$462K | 0.03% | 346 |
|
|
2024
Q4 | $2.25M | Sell |
6,096
-1,379
| -18% | -$509K | 0.02% | 398 |
|
|
2024
Q3 | $3.89M | Sell |
7,475
-236
| -3% | -$123K | 0.03% | 304 |
|
|
2024
Q2 | $4.18M | Buy |
7,711
+146
| +2% | +$79.1K | 0.04% | 289 |
|
|
2024
Q1 | $3.92M | Sell |
7,565
-145
| -2% | -$75.2K | 0.03% | 314 |
|
|
2023
Q4 | $3.64M | Buy |
7,710
+5,433
| +239% | +$2.56M | 0.03% | 328 |
|
|
2023
Q3 | $992K | Sell |
2,277
-449
| -16% | -$196K | 0.01% | 516 |
|
|
2023
Q2 | $1.21M | Sell |
2,726
-406
| -13% | -$180K | 0.01% | 511 |
|
|
2023
Q1 | $1.44M | Sell |
3,132
-1,593
| -34% | -$732K | 0.01% | 502 |
|
|
2022
Q4 | $2.42M | Sell |
4,725
-480
| -9% | -$246K | 0.01% | 444 |
|
|
2022
Q3 | $2.36M | Buy |
5,205
+89
| +2% | +$40.4K | 0.01% | 446 |
|
|
2022
Q2 | $2.47M | Sell |
5,116
-3,506
| -41% | -$1.69M | 0.01% | 456 |
|
|
2022
Q1 | $4.24M | Sell |
8,622
-93
| -1% | -$45.7K | 0.02% | 391 |
|
|
2021
Q4 | $4.04M | Buy |
8,715
+21
| +0.2% | +$9.74K | 0.02% | 407 |
|
|
2021
Q3 | $3.24M | Buy |
8,694
+37
| +0.4% | +$13.8K | 0.02% | 444 |
|
|
2021
Q2 | $3.31M | Buy |
8,657
+25
| +0.3% | +$9.54K | 0.02% | 441 |
|
|
2021
Q1 | $3.1M | Sell |
8,632
-161
| -2% | -$57.8K | 0.02% | 428 |
|
|
2020
Q4 | $2.82M | Sell |
8,793
-2,005
| -19% | -$644K | 0.02% | 444 |
|
|
2020
Q3 | $2.9M | Buy |
10,798
+2,476
| +30% | +$665K | 0.02% | 428 |
|
|
2020
Q2 | $2.19M | Sell |
8,322
-121
| -1% | -$31.8K | 0.02% | 494 |
|
|
2020
Q1 | $1.92M | Sell |
8,443
-611
| -7% | -$139K | 0.02% | 503 |
|
|
2019
Q4 | $2.74M | Sell |
9,054
-1,345
| -13% | -$406K | 0.02% | 537 |
|
|
2019
Q3 | $2.5M | Sell |
10,399
-1,047
| -9% | -$251K | 0.02% | 541 |
|
|
2019
Q2 | $3.23M | Sell |
11,446
-463
| -4% | -$131K | 0.02% | 501 |
|
|
2019
Q1 | $3.42M | Buy |
11,909
+888
| +8% | +$255K | 0.02% | 480 |
|
|
2018
Q4 | $2.89M | Sell |
11,021
-292
| -3% | -$76.7K | 0.02% | 476 |
|
|
2018
Q3 | $3.1M | Sell |
11,313
-77
| -0.7% | -$21.1K | 0.02% | 520 |
|
|
2018
Q2 | $2.71M | Buy |
11,390
+9
| +0.1% | +$2.14K | 0.02% | 526 |
|
|
2018
Q1 | $2.5M | Sell |
11,381
-246
| -2% | -$54K | 0.02% | 533 |
|
|
2017
Q4 | $2.62M | Sell |
11,627
-574
| -5% | -$129K | 0.02% | 529 |
|
|
2017
Q3 | $2.32M | Buy |
12,201
+2,866
| +31% | +$544K | 0.02% | 539 |
|
|
2017
Q2 | $1.76M | Sell |
9,335
-577
| -6% | -$109K | 0.02% | 612 |
|
|
2017
Q1 | $1.64M | Sell |
9,912
-220
| -2% | -$36.4K | 0.02% | 613 |
|
|
2016
Q4 | $1.46M | Sell |
10,132
-941
| -8% | -$135K | 0.01% | 635 |
|
|
2016
Q3 | $1.39M | Buy |
11,073
+1,886
| +21% | +$236K | 0.01% | 688 |
|
|
2016
Q2 | $1.2M | Buy |
9,187
+327
| +4% | +$42.8K | 0.01% | 681 |
|
|
2016
Q1 | $1.23M | Sell |
8,860
-2,729
| -24% | -$379K | 0.01% | 651 |
|
|
2015
Q4 | $1.62M | Buy |
11,589
+3,227
| +39% | +$450K | 0.02% | 586 |
|
|
2015
Q3 | $1.17M | Buy |
8,362
+281
| +3% | +$39.4K | 0.01% | 650 |
|
|
2015
Q2 | $1.33M | Sell |
8,081
-618
| -7% | -$101K | 0.02% | 674 |
|
|
2015
Q1 | $1.31M | Buy |
8,699
+2,704
| +45% | +$408K | 0.02% | 669 |
|
|
2014
Q4 | $753K | Buy |
5,995
+1,123
| +23% | +$141K | 0.01% | 708 |
|
|
2014
Q3 | $583K | Buy |
+4,872
| New | +$583K | 0.01% | 752 |
|
|
2014
Q2 | – | Sell |
-4,301
| Closed | -$428K | – | 830 |
|
|
2014
Q1 | $428K | Buy |
4,301
+21
| +0.5% | +$2.09K | 0.01% | 667 |
|
|
2013
Q4 | $395K | Hold |
4,280
| – | – | 0.01% | 466 |
|
|
2013
Q3 | $358K | Buy |
4,280
+29
| +0.7% | +$2.43K | 0.01% | 519 |
|
|
2013
Q2 | $348K | Buy |
+4,251
| New | +$348K | 0.01% | 571 |
|