Wealthcare Advisory Partners’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 | $1.17M | Buy |
3,006
+67
| +2% | +$26.1K | 0.03% | 445 |
|
|
2025
Q1 | $1.28M | Buy |
2,939
+801
| +37% | +$348K | 0.03% | 391 |
|
|
2024
Q4 | $789K | Buy |
2,138
+621
| +41% | +$229K | 0.02% | 473 |
|
|
2024
Q3 | $789K | Sell |
1,517
-154
| -9% | -$80.1K | 0.02% | 471 |
|
|
2024
Q2 | $905K | Buy |
1,671
+212
| +15% | +$115K | 0.03% | 412 |
|
|
2024
Q1 | $757K | Buy |
1,459
+254
| +21% | +$132K | 0.02% | 451 |
|
|
2023
Q4 | $568K | Buy |
1,205
+11
| +0.9% | +$5.19K | 0.02% | 463 |
|
|
2023
Q3 | $520K | Buy |
1,194
+148
| +14% | +$64.4K | 0.02% | 421 |
|
|
2023
Q2 | $465K | Buy |
1,046
+20
| +2% | +$8.89K | 0.02% | 463 |
|
|
2023
Q1 | $472K | Buy |
1,026
+6
| +0.6% | +$2.76K | 0.02% | 469 |
|
|
2022
Q4 | $523K | Buy |
1,020
+77
| +8% | +$39.5K | 0.03% | 413 |
|
|
2022
Q3 | $428K | Buy |
943
+74
| +9% | +$33.6K | 0.02% | 397 |
|
|
2022
Q2 | $419K | Sell |
869
-146
| -14% | -$70.4K | 0.03% | 364 |
|
|
2022
Q1 | $498K | Buy |
1,015
+54
| +6% | +$26.5K | 0.03% | 312 |
|
|
2021
Q4 | $446K | Sell |
961
-266
| -22% | -$123K | 0.03% | 334 |
|
|
2021
Q3 | $458K | Buy |
1,227
+164
| +15% | +$61.2K | 0.03% | 334 |
|
|
2021
Q2 | $406K | Sell |
1,063
-946
| -47% | -$361K | 0.03% | 359 |
|
|
2021
Q1 | $721K | Buy |
2,009
+1,026
| +104% | +$368K | 0.05% | 230 |
|
|
2020
Q4 | $316K | Buy |
+983
| New | +$316K | 0.03% | 310 |
|
|
2020
Q2 | – | Sell |
-678
| Closed | -$154K | – | 605 |
|
|
2020
Q1 | $154K | Buy |
678
+46
| +7% | +$10.4K | 0.02% | 306 |
|
|
2019
Q4 | $191K | Buy |
632
+1
| +0.2% | +$302 | 0.02% | 304 |
|
|
2019
Q3 | $152K | Sell |
631
-39
| -6% | -$9.4K | 0.02% | 317 |
|
|
2019
Q2 | $189K | Buy |
670
+64
| +11% | +$18.1K | 0.03% | 278 |
|
|
2019
Q1 | $174K | Buy |
606
+1
| +0.2% | +$287 | 0.03% | 259 |
|
|
2018
Q4 | $159K | Sell |
605
-49
| -7% | -$12.9K | 0.03% | 240 |
|
|
2018
Q3 | $179K | Sell |
654
-21
| -3% | -$5.75K | 0.03% | 238 |
|
|
2018
Q2 | $161K | Buy |
675
+95
| +16% | +$22.7K | 0.03% | 248 |
|
|
2018
Q1 | $128K | Sell |
580
-335
| -37% | -$73.9K | 0.03% | 244 |
|
|
2017
Q4 | $206K | Buy |
915
+105
| +13% | +$23.6K | 0.05% | 172 |
|
|
2017
Q3 | $154K | Buy |
+810
| New | +$154K | 0.05% | 164 |
|