Vest Financial’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 | $38.8M | Buy |
99,799
+14,809
| +17% | +$5.76M | 0.55% | 96 |
|
2025
Q1 | $37M | Sell |
84,990
-5,623
| -6% | -$2.45M | 0.57% | 89 |
|
2024
Q4 | $33.4M | Buy |
90,613
+38,834
| +75% | +$14.3M | 0.59% | 99 |
|
2024
Q3 | $26.9M | Buy |
51,779
+9,979
| +24% | +$5.19M | 0.52% | 104 |
|
2024
Q2 | $22.6M | Buy |
41,800
+6,967
| +20% | +$3.78M | 0.54% | 93 |
|
2024
Q1 | $18.1M | Buy |
34,833
+7,049
| +25% | +$3.66M | 0.48% | 110 |
|
2023
Q4 | $13.1M | Buy |
27,784
+6,970
| +33% | +$3.29M | 0.49% | 88 |
|
2023
Q3 | $9.06M | Buy |
20,814
+9,030
| +77% | +$3.93M | 0.5% | 79 |
|
2023
Q2 | $5.24M | Buy |
11,784
+8,869
| +304% | +$3.94M | 0.49% | 91 |
|
2023
Q1 | $1.34M | Buy |
2,915
+2,159
| +286% | +$993K | 0.18% | 108 |
|
2022
Q4 | $388K | Buy |
+756
| New | +$388K | 0.06% | 81 |
|