VIM
Vista Investment Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
4,673
+28
| +0.6% | +$10.9K | 0.67% | 47 |
|
|
2025
Q1 | $2.02M | Sell |
4,645
-44
| -0.9% | -$19.1K | 0.79% | 38 |
|
|
2024
Q4 | $1.73M | Buy |
4,689
+607
| +15% | +$224K | 0.66% | 50 |
|
|
2024
Q3 | $2.12M | Buy |
4,082
+3
| +0.1% | +$1.56K | 0.8% | 37 |
|
|
2024
Q2 | $2.21M | Buy |
4,079
+33
| +0.8% | +$17.9K | 0.9% | 34 |
|
|
2024
Q1 | $2.1M | Buy |
4,046
+14
| +0.3% | +$7.26K | 0.85% | 34 |
|
|
2023
Q4 | $1.9M | Buy |
4,032
+134
| +3% | +$63.2K | 0.88% | 35 |
|
|
2023
Q3 | $1.7M | Buy |
3,898
+5
| +0.1% | +$2.18K | 0.89% | 34 |
|
|
2023
Q2 | $1.73M | Sell |
3,893
-45
| -1% | -$20K | 0.88% | 35 |
|
|
2023
Q1 | $1.81M | Sell |
3,938
-8
| -0.2% | -$3.68K | 0.96% | 31 |
|
|
2022
Q4 | $2.02M | Sell |
3,946
-113
| -3% | -$58K | 1.16% | 23 |
|
|
2022
Q3 | $1.84M | Sell |
4,059
-31
| -0.8% | -$14.1K | 1.14% | 22 |
|
|
2022
Q2 | $1.97M | Sell |
4,090
-111
| -3% | -$53.6K | 1.19% | 21 |
|
|
2022
Q1 | $2.06M | Sell |
4,201
-142
| -3% | -$69.8K | 1.13% | 22 |
|
|
2021
Q4 | $2.01M | Sell |
4,343
-56
| -1% | -$26K | 1.09% | 24 |
|
|
2021
Q3 | $1.64M | Sell |
4,399
-59
| -1% | -$22K | 0.96% | 31 |
|
|
2021
Q2 | $1.7M | Sell |
4,458
-88
| -2% | -$33.6K | 1% | 29 |
|
|
2021
Q1 | $1.63M | Sell |
4,546
-58
| -1% | -$20.8K | 1.02% | 29 |
|
|
2020
Q4 | $1.48M | Sell |
4,604
-568
| -11% | -$182K | 0.99% | 33 |
|
|
2020
Q3 | $1.39M | Buy |
5,172
+8
| +0.2% | +$2.15K | 1.06% | 32 |
|
|
2020
Q2 | $1.36M | Sell |
5,164
-67
| -1% | -$17.6K | 1.17% | 30 |
|
|
2020
Q1 | $1.19M | Sell |
5,231
-42
| -0.8% | -$9.54K | 1.21% | 25 |
|
|
2019
Q4 | $1.59M | Sell |
5,273
-134
| -2% | -$40.5K | 1.2% | 24 |
|
|
2019
Q3 | $1.3M | Sell |
5,407
-119
| -2% | -$28.6K | 1.07% | 31 |
|
|
2019
Q2 | $1.56M | Sell |
5,526
-114
| -2% | -$32.2K | 1.32% | 24 |
|
|
2019
Q1 | $1.62M | Sell |
5,640
-194
| -3% | -$55.7K | 1.42% | 23 |
|
|
2018
Q4 | $1.53M | Sell |
5,834
-194
| -3% | -$50.9K | 1.58% | 15 |
|
|
2018
Q3 | $1.65M | Sell |
6,028
-160
| -3% | -$43.8K | 1.46% | 13 |
|
|
2018
Q2 | $1.47M | Buy |
6,188
+20
| +0.3% | +$4.76K | 1.44% | 15 |
|
|
2018
Q1 | $1.36M | Sell |
6,168
-54
| -0.9% | -$11.9K | 1.42% | 18 |
|
|
2017
Q4 | $1.4M | Buy |
+6,222
| New | +$1.4M | 1.46% | 18 |
|