World Equity Group’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 |
-443
| Closed | -$226K | – | 328 |
|
|
2025
Q1 | $226K | Sell |
443
-786
| -64% | -$401K | 0.06% | 276 |
|
|
2024
Q4 | $453K | Sell |
1,229
-12
| -1% | -$4.43K | 0.1% | 205 |
|
|
2024
Q3 | $645K | Sell |
1,241
-2,486
| -67% | -$1.29M | 0.23% | 103 |
|
|
2024
Q2 | $2.02M | Sell |
3,727
-2,127
| -36% | -$1.15M | 0.6% | 40 |
|
|
2024
Q1 | $3.04M | Sell |
5,854
-58
| -1% | -$30.1K | 0.62% | 36 |
|
|
2023
Q4 | $2.79M | Sell |
5,912
-1,310
| -18% | -$618K | 0.56% | 38 |
|
|
2023
Q3 | $3.14M | Buy |
7,222
+3,816
| +112% | +$1.66M | 0.65% | 28 |
|
|
2023
Q2 | $1.51M | Sell |
3,406
-13,572
| -80% | -$6.03M | 0.45% | 52 |
|
|
2023
Q1 | $833K | Buy |
16,978
+13,626
| +407% | +$669K | 0.12% | 190 |
|
|
2022
Q4 | $1.72M | Sell |
3,352
-17
| -0.5% | -$8.72K | 0.41% | 69 |
|
|
2022
Q3 | $1.53M | Sell |
3,369
-26
| -0.8% | -$11.8K | 0.39% | 69 |
|
|
2022
Q2 | $1.64M | Sell |
3,395
-485
| -13% | -$234K | 0.41% | 65 |
|
|
2022
Q1 | $1.91M | Buy |
+3,880
| New | +$1.91M | 0.41% | 63 |
|