Wealthspire Advisors (New York)’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 | $511K | Buy |
1,313
+712
| +118% | +$277K | ﹤0.01% | 534 |
|
|
2025
Q1 | $261K | Sell |
601
-427
| -42% | -$186K | ﹤0.01% | 672 |
|
|
2024
Q4 | $379K | Buy |
1,028
+188
| +22% | +$69.4K | ﹤0.01% | 588 |
|
|
2024
Q3 | $437K | Buy |
840
+362
| +76% | +$188K | ﹤0.01% | 523 |
|
|
2024
Q2 | $259K | Sell |
478
-32
| -6% | -$17.3K | ﹤0.01% | 571 |
|
|
2024
Q1 | $264K | Sell |
510
-219
| -30% | -$114K | ﹤0.01% | 541 |
|
|
2023
Q4 | $344K | Buy |
729
+48
| +7% | +$22.6K | ﹤0.01% | 496 |
|
|
2023
Q3 | $297K | Sell |
681
-1,355
| -67% | -$590K | ﹤0.01% | 486 |
|
|
2023
Q2 | $905K | Sell |
2,036
-31
| -1% | -$13.8K | 0.01% | 262 |
|
|
2023
Q1 | $950K | Sell |
2,067
-399
| -16% | -$183K | 0.02% | 250 |
|
|
2022
Q4 | $1.26M | Buy |
2,466
+2,024
| +458% | +$1.04M | 0.02% | 216 |
|
|
2022
Q3 | $201K | Sell |
442
-231
| -34% | -$105K | ﹤0.01% | 478 |
|
|
2022
Q2 | $325K | Buy |
+673
| New | +$325K | 0.01% | 383 |
|
|
2022
Q1 | – | Sell |
-856
| Closed | -$397K | – | 469 |
|
|
2021
Q4 | $397K | Sell |
856
-310
| -27% | -$144K | 0.01% | 360 |
|
|
2021
Q3 | $435K | Buy |
+1,166
| New | +$435K | 0.01% | 382 |
|
|
2021
Q2 | – | Sell |
-3,236
| Closed | -$1.16M | – | 467 |
|
|
2021
Q1 | $1.16M | Buy |
3,236
+172
| +6% | +$61.7K | 0.03% | 238 |
|
|
2020
Q4 | $984K | Buy |
3,064
+1,074
| +54% | +$345K | 0.03% | 207 |
|
|
2020
Q3 | $534K | Buy |
1,990
+422
| +27% | +$113K | 0.03% | 172 |
|
|
2020
Q2 | $412K | Sell |
1,568
-1,933
| -55% | -$508K | 0.03% | 170 |
|
|
2020
Q1 | $795K | Buy |
+3,501
| New | +$795K | 0.03% | 226 |
|
|
2019
Q1 | – | Sell |
-189
| Closed | -$50K | – | 267 |
|
|
2018
Q4 | $50K | Buy |
+189
| New | +$50K | ﹤0.01% | 183 |
|