Wealthquest’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 | $364K | Sell |
935
-10
| -1% | -$3.89K | 0.03% | 93 |
|
|
2025
Q1 | $411K | Buy |
+945
| New | +$411K | 0.03% | 81 |
|
|
2023
Q4 | – | Sell |
-565
| Closed | -$246K | – | 135 |
|
|
2023
Q3 | $246K | Buy |
565
+5
| +0.9% | +$2.18K | 0.03% | 116 |
|
|
2023
Q2 | $249K | Hold |
560
| – | – | 0.03% | 109 |
|
|
2023
Q1 | $257K | Hold |
560
| – | – | 0.03% | 105 |
|
|
2022
Q4 | $287K | Sell |
560
-5
| -0.9% | -$2.57K | 0.04% | 99 |
|
|
2022
Q3 | $256K | Buy |
565
+5
| +0.9% | +$2.27K | 0.04% | 102 |
|
|
2022
Q2 | $270K | Hold |
560
| – | – | 0.04% | 100 |
|
|
2022
Q1 | $259K | Hold |
560
| – | – | 0.04% | 121 |
|
|
2021
Q4 | $259K | Hold |
560
| – | – | 0.04% | 121 |
|
|
2021
Q3 | $208K | Sell |
560
-212
| -27% | -$78.7K | 0.04% | 131 |
|
|
2021
Q2 | $294K | Hold |
772
| – | – | 0.05% | 110 |
|
|
2021
Q1 | $277K | Hold |
772
| – | – | 0.05% | 111 |
|
|
2020
Q4 | $247K | Hold |
772
| – | – | 0.05% | 111 |
|
|
2020
Q3 | $207K | Hold |
772
| – | – | 0.05% | 107 |
|
|
2020
Q2 | $203K | Buy |
+772
| New | +$203K | 0.05% | 106 |
|
|
2019
Q4 | $234K | Buy |
+776
| New | +$234K | 0.07% | 120 |
|
|
2019
Q3 | – | Sell |
-776
| Closed | -$218K | – | 132 |
|
|
2019
Q2 | $218K | Hold |
776
| – | – | 0.08% | 117 |
|
|
2019
Q1 | $222K | Buy |
776
+4
| +0.5% | +$1.14K | 0.08% | 121 |
|
|
2018
Q4 | $202K | Buy |
+772
| New | +$202K | 0.08% | 127 |
|