WestEnd Advisors’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 | $3.89K | Buy |
10
+1
| +11% | +$389 | ﹤0.01% | 112 |
|
|
2025
Q1 | $3.92K | Buy |
9
+6
| +200% | +$2.61K | ﹤0.01% | 111 |
|
|
2024
Q4 | $1.11K | Hold |
3
| – | – | ﹤0.01% | 126 |
|
|
2024
Q3 | $1.56K | Hold |
3
| – | – | ﹤0.01% | 100 |
|
|
2024
Q2 | $1.63K | Sell |
3
-1
| -25% | -$542 | ﹤0.01% | 95 |
|
|
2024
Q1 | $2.07K | Hold |
4
| – | – | ﹤0.01% | 86 |
|
|
2023
Q4 | $1.89K | Buy |
4
+1
| +33% | +$472 | ﹤0.01% | 89 |
|
|
2023
Q3 | $1.31K | Buy |
+3
| New | +$1.31K | ﹤0.01% | 97 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.38K | – | 122 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$1.54K | – | 90 |
|
|
2022
Q4 | $1.54K | Hold |
3
| – | – | ﹤0.01% | 83 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 107 |
|
|
2022
Q2 | $1.45K | Buy |
+3
| New | +$1.45K | ﹤0.01% | 96 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | -$927 | – | 109 |
|
|
2021
Q4 | $927 | Buy |
+2
| New | +$927 | ﹤0.01% | 114 |
|
|
2021
Q3 | – | Hold |
0
| – | -$763K | – | 115 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 111 |
|