Valmark Advisers’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 | $586K | Buy |
1,507
+11
| +0.7% | +$4.28K | 0.01% | 420 |
|
|
2025
Q1 | $651K | Buy |
1,496
+101
| +7% | +$43.9K | 0.01% | 382 |
|
|
2024
Q4 | $514K | Sell |
1,395
-314
| -18% | -$116K | 0.01% | 413 |
|
|
2024
Q3 | $889K | Sell |
1,709
-98
| -5% | -$51K | 0.01% | 324 |
|
|
2024
Q2 | $979K | Buy |
1,807
+29
| +2% | +$15.7K | 0.02% | 289 |
|
|
2024
Q1 | $922K | Buy |
1,778
+249
| +16% | +$129K | 0.02% | 280 |
|
|
2023
Q4 | $721K | Sell |
1,529
-59
| -4% | -$27.8K | 0.01% | 302 |
|
|
2023
Q3 | $691K | Buy |
1,588
+29
| +2% | +$12.6K | 0.01% | 279 |
|
|
2023
Q2 | $693K | Buy |
1,559
+29
| +2% | +$12.9K | 0.01% | 281 |
|
|
2023
Q1 | $703K | Buy |
1,530
+708
| +86% | +$325K | 0.02% | 266 |
|
|
2022
Q4 | $422K | Buy |
822
+9
| +1% | +$4.62K | 0.01% | 329 |
|
|
2022
Q3 | $369K | Sell |
813
-31
| -4% | -$14.1K | 0.01% | 320 |
|
|
2022
Q2 | $407K | Sell |
844
-69
| -8% | -$33.3K | 0.01% | 315 |
|
|
2022
Q1 | $449K | Buy |
913
+101
| +12% | +$49.7K | 0.01% | 315 |
|
|
2021
Q4 | $377K | Buy |
+812
| New | +$377K | 0.01% | 315 |
|