Weil Company’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
Sell
-472
Closed -$205K 115
2025
Q1
$205K Buy
+472
New +$205K 0.06% 103
2024
Q4
Sell
-442
Closed -$230K 117
2024
Q3
$230K Hold
442
0.08% 136
2024
Q2
$240K Sell
442
-172
-28% -$93.2K 0.09% 136
2024
Q1
$318K Buy
614
+34
+6% +$17.6K 0.13% 119
2023
Q4
$274K Hold
580
0.12% 118
2023
Q3
$253K Hold
580
0.13% 116
2023
Q2
$258K Hold
580
0.11% 122
2023
Q1
$267K Buy
+580
New +$267K 0.12% 116
2019
Q4
Sell
-30
Closed -$7K 179
2019
Q3
$7K Buy
+30
New +$7K 0.01% 311