Waterloo Capital’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 | $279K | Sell |
717
-234
| -25% | -$91K | 0.02% | 369 |
|
|
2025
Q1 | $413K | Buy |
+951
| New | +$413K | 0.04% | 276 |
|
|
2024
Q4 | – | Sell |
-623
| Closed | -$324K | – | 370 |
|
|
2024
Q3 | $324K | Buy |
623
+5
| +0.8% | +$2.6K | 0.04% | 291 |
|
|
2024
Q2 | $335K | Buy |
618
+14
| +2% | +$7.59K | 0.04% | 275 |
|
|
2024
Q1 | $313K | Buy |
604
+144
| +31% | +$74.7K | 0.04% | 286 |
|
|
2023
Q4 | $217K | Buy |
+460
| New | +$217K | 0.04% | 350 |
|