Whalen 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 | $1.41M | Buy |
3,618
+2,554
| +240% | +$993K | 0.88% | 24 |
|
|
2025
Q1 | $463K | Hold |
1,064
| – | – | 0.31% | 66 |
|
|
2024
Q4 | $393K | Hold |
1,064
| – | – | 0.27% | 80 |
|
|
2024
Q3 | $553K | Hold |
1,064
| – | – | 0.39% | 59 |
|
|
2024
Q2 | $577K | Hold |
1,064
| – | – | 0.46% | 49 |
|
|
2024
Q1 | $552K | Hold |
1,064
| – | – | 0.41% | 41 |
|
|
2023
Q4 | $502K | Buy |
+1,064
| New | +$502K | 0.45% | 58 |
|