Venturi Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-78
| Closed | -$28.8K | – | 931 |
|
|
2024
Q4 | $28.8K | Sell |
78
-112
| -59% | -$41.3K | ﹤0.01% | 1176 |
|
|
2024
Q3 | $98.8K | Sell |
190
-86
| -31% | -$44.7K | 0.01% | 570 |
|
|
2024
Q2 | $150K | Buy |
276
+132
| +92% | +$71.5K | 0.01% | 447 |
|
|
2024
Q1 | $74.7K | Sell |
144
-3
| -2% | -$1.56K | ﹤0.01% | 447 |
|
|
2023
Q4 | $69.3K | Buy |
147
+6
| +4% | +$2.83K | ﹤0.01% | 453 |
|
|
2023
Q3 | $61.4K | Sell |
141
-2,242
| -94% | -$976K | ﹤0.01% | 449 |
|
|
2023
Q2 | $1.06M | Buy |
2,383
+136
| +6% | +$60.4K | 0.09% | 140 |
|
|
2023
Q1 | $1.03M | Sell |
2,247
-35
| -2% | -$16.1K | 0.08% | 153 |
|
|
2022
Q4 | $1.17M | Buy |
+2,282
| New | +$1.17M | 0.1% | 140 |
|