Western Wealth Management’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 | $346K | Sell |
891
-27
| -3% | -$10.5K | 0.02% | 517 |
|
|
2025
Q1 | $399K | Sell |
918
-14
| -2% | -$6.09K | 0.03% | 442 |
|
|
2024
Q4 | $344K | Sell |
932
-1,768
| -65% | -$653K | 0.02% | 480 |
|
|
2024
Q3 | $1.4M | Buy |
2,700
+1,788
| +196% | +$930K | 0.08% | 249 |
|
|
2024
Q2 | $494K | Sell |
912
-22
| -2% | -$11.9K | 0.04% | 372 |
|
|
2024
Q1 | $484K | Sell |
934
-1,927
| -67% | -$999K | 0.04% | 373 |
|
|
2023
Q4 | $1.35M | Sell |
2,861
-149
| -5% | -$70.3K | 0.1% | 218 |
|
|
2023
Q3 | $1.31M | Buy |
3,010
+36
| +1% | +$15.7K | 0.11% | 192 |
|
|
2023
Q2 | $1.32M | Buy |
2,974
+97
| +3% | +$43.1K | 0.11% | 188 |
|
|
2023
Q1 | $1.32M | Buy |
2,877
+37
| +1% | +$17K | 0.12% | 182 |
|
|
2022
Q4 | $1.46M | Sell |
2,840
-671
| -19% | -$344K | 0.15% | 166 |
|
|
2022
Q3 | $1.74M | Buy |
3,511
+486
| +16% | +$240K | 0.1% | 206 |
|
|
2022
Q2 | $1.46M | Sell |
3,025
-142
| -4% | -$68.6K | 0.08% | 237 |
|
|
2022
Q1 | $1.56M | Buy |
3,167
+2,218
| +234% | +$1.09M | 0.08% | 249 |
|
|
2021
Q4 | $438K | Buy |
+949
| New | +$438K | 0.04% | 358 |
|
|
2021
Q2 | $933K | Buy |
2,448
+1,694
| +225% | +$646K | 0.1% | 221 |
|
|
2021
Q1 | $271K | Sell |
754
-25
| -3% | -$8.99K | 0.04% | 428 |
|
|
2020
Q4 | $250K | Buy |
+779
| New | +$250K | 0.04% | 392 |
|