WealthOne’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$457K Sell
1,050
-1
-0.1% -$435 0.18% 46
2023
Q2
$467K Buy
1,051
+8
+0.8% +$3.55K 0.17% 53
2023
Q1
$480K Buy
1,043
+3
+0.3% +$1.38K 0.19% 53
2022
Q4
$533K Buy
1,040
+3
+0.3% +$1.54K 0.22% 52
2022
Q3
$471K Buy
1,037
+1
+0.1% +$454 0.2% 57
2022
Q2
$500K Buy
1,036
+5
+0.5% +$2.41K 0.2% 56
2022
Q1
$507K Buy
1,031
+2
+0.2% +$984 0.18% 63
2021
Q4
$477K Buy
1,029
+3
+0.3% +$1.39K 0.16% 63
2021
Q3
$382K Hold
1,026
0.14% 78
2021
Q2
$392K Buy
+1,026
New +$392K 0.15% 76
2019
Q1
Sell
-19
Closed -$5K 208
2018
Q4
$5K Buy
+19
New +$5K ﹤0.01% 456