Willner & Heller’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 | $739K | Sell |
1,899
-47
| -2% | -$18.3K | 0.62% | 48 |
|
|
2025
Q1 | $847K | Sell |
1,946
-146
| -7% | -$63.5K | 0.78% | 34 |
|
|
2024
Q4 | $772K | Buy |
2,092
+95
| +5% | +$35K | 0.68% | 43 |
|
|
2024
Q3 | $1.04M | Buy |
1,997
+6
| +0.3% | +$3.12K | 0.93% | 30 |
|
|
2024
Q2 | $1.08M | Buy |
1,991
+6
| +0.3% | +$3.25K | 1.03% | 24 |
|
|
2024
Q1 | $1.03M | Sell |
1,985
-54
| -3% | -$28K | 1.02% | 29 |
|
|
2023
Q4 | $962K | Buy |
+2,039
| New | +$962K | 1.07% | 27 |
|
|
2022
Q4 | $1.07M | Sell |
2,090
-50
| -2% | -$25.7K | 1.52% | 12 |
|
|
2022
Q3 | $972K | Buy |
2,140
+17
| +0.8% | +$7.72K | 1.57% | 13 |
|
|
2022
Q2 | $1.02M | Buy |
2,123
+47
| +2% | +$22.7K | 1.59% | 13 |
|
|
2022
Q1 | $963K | Buy |
2,076
+5
| +0.2% | +$2.32K | 1.18% | 19 |
|
|
2021
Q4 | $772K | Buy |
+2,071
| New | +$772K | 1.03% | 24 |
|