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 |
|