Vantage Financial Partners (Wisconsin)’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 | $247K | Buy |
636
+3
| +0.5% | +$1.17K | 0.06% | 177 |
|
|
2025
Q1 | $275K | Sell |
633
-16
| -2% | -$6.96K | 0.07% | 149 |
|
|
2024
Q4 | $239K | Sell |
649
-537
| -45% | -$198K | 0.06% | 153 |
|
|
2024
Q3 | $617K | Buy |
1,186
+80
| +7% | +$41.6K | 0.15% | 93 |
|
|
2024
Q2 | $600K | Buy |
1,106
+16
| +1% | +$8.67K | 0.16% | 72 |
|
|
2024
Q1 | $565K | Buy |
+1,090
| New | +$565K | 0.15% | 75 |
|