Zacks Investment Management’s Elevance Health ELV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-849	Closed	-$330K	–	780
2025 Q2	$330K	Buy	849 +182	+27%	+$73.2K	﹤0.01%	541
2025 Q1	$290K	Sell	667 -25	-4%	-$10K	﹤0.01%	555
2024 Q4	$255K	Sell	692 -291	-30%	-$122K	﹤0.01%	586
2024 Q3	$511K	Buy	+983	New	+$525K	﹤0.01%	492
2024 Q2	–	Sell	-903	Closed	-$468K	–	656
2024 Q1	$468K	Sell	903 -39	-4%	-$19.4K	0.01%	479
2023 Q4	$444K	Buy	942 +430	+84%	+$199K	0.01%	478
2023 Q3	$223K	Sell	512 -18,525	-97%	-$8.4M	﹤0.01%	558
2023 Q2	$8.46M	Buy	+19,037	New	+$8.78M	0.11%	152
2018 Q2	–	Sell	-1,080	Closed	-$237K	–	563
2018 Q1	$237K	Buy	+1,080	New	+$254K	0.01%	487
2017 Q3	–	Sell	-2,259	Closed	-$425K	–	601
2017 Q2	$425K	Buy	+2,259	New	+$406K	0.01%	470
2016 Q3	–	Sell	-11,776	Closed	-$1.55M	–	671
2016 Q2	$1.55M	Buy	11,776 +8,123	+222%	+$1.11M	0.05%	252
2016 Q1	$508K	Sell	3,653 -1,721	-32%	-$230K	0.02%	445
2015 Q4	$749K	Sell	5,374 -5,390	-50%	-$743K	0.02%	352
2015 Q3	$1.51M	Buy	+10,764	New	+$1.62M	0.05%	228