Wetzel Investment 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 | – | Sell |
-463
| Closed | -$201K | – | 129 |
|
|
2025
Q1 | $201K | Buy |
+463
| New | +$201K | 0.1% | 119 |
|
|
2024
Q4 | – | Sell |
-463
| Closed | -$241K | – | 124 |
|
|
2024
Q3 | $241K | Hold |
463
| – | – | 0.12% | 108 |
|
|
2024
Q2 | $240K | Hold |
463
| – | – | 0.14% | 103 |
|
|
2024
Q1 | $243K | Hold |
463
| – | – | 0.14% | 100 |
|
|
2023
Q4 | $218K | Buy |
+463
| New | +$218K | 0.13% | 105 |
|