Valeo Financial Advisors’s Elevance Health ELV Stock Holding History

Valeo Financial Advisors’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.41M	Sell	3,623 -493	-12%	-$192K	0.03%	218
2025 Q1	$1.79M	Buy	4,116 +1,029	+33%	+$448K	0.05%	176
2024 Q4	$1.14M	Sell	3,087 -886	-22%	-$327K	0.03%	232
2024 Q3	$2.07M	Sell	3,973 -717	-15%	-$373K	0.06%	150
2024 Q2	$2.54M	Sell	4,690 -145	-3%	-$78.6K	0.08%	124
2024 Q1	$2.58M	Sell	4,835 -240	-5%	-$128K	0.09%	117
2023 Q4	$2.39M	Buy	5,075 +1	+0%	+$472	0.1%	118
2023 Q3	$2.21M	Sell	5,074 -294	-5%	-$128K	0.1%	114
2023 Q2	$2.38M	Buy	5,368 +189	+4%	+$84K	0.11%	107
2023 Q1	$2.38M	Sell	5,179 -1,136	-18%	-$522K	0.11%	111
2022 Q4	$3.24M	Buy	6,315 +721	+13%	+$370K	0.18%	75
2022 Q3	$2.54M	Buy	5,594 +1,110	+25%	+$504K	0.16%	85
2022 Q2	$2.16M	Sell	4,484 -122	-3%	-$58.9K	0.14%	91
2022 Q1	$2.26M	Buy	4,606 +48	+1%	+$23.6K	0.12%	106
2021 Q4	$2.11M	Sell	4,558 -134	-3%	-$62.1K	0.11%	102
2021 Q3	$1.75M	Buy	4,692 +242	+5%	+$90.2K	0.1%	119
2021 Q2	$1.7M	Sell	4,450 -24	-0.5%	-$9.16K	0.1%	115
2021 Q1	$1.61M	Sell	4,474 -210	-4%	-$75.4K	0.07%	136
2020 Q4	$1.5M	Sell	4,684 -95	-2%	-$30.5K	0.08%	127
2020 Q3	$1.28M	Sell	4,779 -208	-4%	-$55.9K	0.11%	111
2020 Q2	$1.31M	Sell	4,987 -1,001	-17%	-$263K	0.12%	106
2020 Q1	$1.45M	Buy	5,988 +362	+6%	+$87.8K	0.15%	92
2019 Q4	$1.7M	Buy	5,626 +1,330	+31%	+$402K	0.16%	90
2019 Q3	$1.03M	Buy	4,296 +132	+3%	+$31.7K	0.11%	122
2019 Q2	$1.18M	Sell	4,164 -25	-0.6%	-$7.06K	0.13%	114
2019 Q1	$1.2M	Sell	4,189 -602	-13%	-$173K	0.15%	107
2018 Q4	$1.26M	Buy	4,791 +1,108	+30%	+$291K	0.18%	94
2018 Q3	$1.01M	Buy	3,683 +269	+8%	+$74K	0.14%	115
2018 Q2	$897K	Sell	3,414 -115	-3%	-$30.2K	0.13%	122
2018 Q1	$775K	Sell	3,529 -821	-19%	-$180K	0.12%	118
2017 Q4	$979K	Buy	4,350 +4	+0.1%	+$900	0.16%	101
2017 Q3	$825K	Buy	+4,346	New	+$825K	0.19%	97