Wealth Alliance’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
$621K Buy
1,596
+401
+34% +$156K 0.07% 248
2025
Q1
$520K Buy
1,195
+57
+5% +$24.8K 0.06% 268
2024
Q4
$420K Sell
1,138
-212
-16% -$78.2K 0.05% 297
2024
Q3
$702K Buy
1,350
+36
+3% +$18.7K 0.08% 213
2024
Q2
$712K Sell
1,314
-10
-0.8% -$5.42K 0.09% 196
2024
Q1
$687K Sell
1,324
-13
-1% -$6.74K 0.09% 216
2023
Q4
$631K Sell
1,337
-6
-0.4% -$2.83K 0.09% 223
2023
Q3
$585K Sell
1,343
-67
-5% -$29.2K 0.09% 216
2023
Q2
$626K Buy
1,410
+13
+0.9% +$5.78K 0.09% 217
2023
Q1
$643K Buy
1,397
+74
+6% +$34K 0.1% 202
2022
Q4
$679K Sell
1,323
-107
-7% -$54.9K 0.12% 188
2022
Q3
$650K Sell
1,430
-85
-6% -$38.6K 0.13% 175
2022
Q2
$731K Sell
1,515
-80
-5% -$38.6K 0.14% 160
2022
Q1
$783K Sell
1,595
-57
-3% -$28K 0.16% 145
2021
Q4
$765K Buy
1,652
+30
+2% +$13.9K 0.15% 152
2021
Q3
$605K Sell
1,622
-3
-0.2% -$1.12K 0.14% 171
2021
Q2
$621K Sell
1,625
-7
-0.4% -$2.68K 0.15% 161
2021
Q1
$586K Sell
1,632
-277
-15% -$99.5K 0.16% 148
2020
Q4
$613K Buy
1,909
+51
+3% +$16.4K 0.18% 138
2020
Q3
$499K Buy
1,858
+5
+0.3% +$1.34K 0.18% 144
2020
Q2
$487K Buy
+1,853
New +$487K 0.19% 132