Wedmont Private Capital’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 | $472K | Sell |
1,361
-122
| -8% | -$42.3K | 0.02% | 446 |
|
|
2025
Q1 | $652K | Buy |
1,483
+365
| +33% | +$161K | 0.03% | 317 |
|
|
2024
Q4 | $426K | Sell |
1,118
-1,230
| -52% | -$469K | 0.02% | 432 |
|
|
2024
Q3 | $1.16M | Buy |
2,348
+265
| +13% | +$130K | 0.07% | 184 |
|
|
2024
Q2 | $1.12M | Buy |
2,083
+230
| +12% | +$123K | 0.07% | 175 |
|
|
2024
Q1 | $953K | Buy |
1,853
+86
| +5% | +$44.2K | 0.07% | 189 |
|
|
2023
Q4 | $848K | Buy |
1,767
+536
| +44% | +$257K | 0.07% | 194 |
|
|
2023
Q3 | $558K | Sell |
1,231
-6
| -0.5% | -$2.72K | 0.06% | 230 |
|
|
2023
Q2 | $543K | Buy |
1,237
+13
| +1% | +$5.7K | 0.06% | 227 |
|
|
2023
Q1 | $594K | Sell |
1,224
-253
| -17% | -$123K | 0.08% | 192 |
|
|
2022
Q4 | $702K | Buy |
1,477
+155
| +12% | +$73.7K | 0.11% | 149 |
|
|
2022
Q3 | $601K | Buy |
1,322
+232
| +21% | +$105K | 0.12% | 136 |
|
|
2022
Q2 | $526K | Buy |
1,090
+143
| +15% | +$69K | 0.11% | 134 |
|
|
2022
Q1 | $463K | Buy |
947
+289
| +44% | +$141K | 0.1% | 154 |
|
|
2021
Q4 | $294K | Buy |
+658
| New | +$294K | 0.09% | 174 |
|