MOUNT YALE INVESTMENT ADVISORS, LLC – Elevance Health Inc. Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.4M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-5.87%
quarter
Elevance Health Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.45% | -14 shares | -94K | $454.24 | 3.08K |
| Q2 2022 | share | Decrease | -10.93% | -380 shares | -214K | $482.58 | 3.09K |
| Q1 2022 | share | Increase | +0.52% | 18 shares | 105K | $491.22 | 3.47K |
| Q4 2021 | share | Increase | +0.14% | 5 shares | 316K | $467.15 | 3.45K |
| Q3 2021 | share | Decrease | -31.89% | -1.61K shares | -649K | $371.75 | 3.45K |
| Q2 2021 | share | Increase | +1.42% | 71 shares | 142K | $379.57 | 5.07K |
| Q1 2021 | share | Increase | +6.57% | 308 shares | 288K | $355.81 | 4.99K |
| Q4 2020 | share | Increase | +2.85% | 130 shares | 281K | $317.21 | 4.69K |
| Q3 2020 | share | Increase | +10.68% | 440 shares | 141K | $264.57 | 4.56K |
| Q2 2020 | share | Increase | +16.41% | 581 shares | 280K | $258.12 | 4.12K |
| Q1 2020 | share | Increase | +10.69% | 342 shares | -44K | $222.12 | 3.54K |
| Q4 2019 | share | Increase | +39.59% | 907 shares | 198K | $294.45 | 3.19K |
| Q3 2019 | share | Increase | +7.66% | 163 shares | 40K | $233.43 | 2.29K |
| Q2 2019 | share | Increase | +28.12% | 467 shares | 133K | $273.49 | 2.12K |
| Q1 2019 | share | Decrease | -22.89% | -493 shares | -174K | $277.32 | 1.66K |
| Q4 2018 | share | Decrease | -30.72% | -955 shares | -250K | $253.12 | 2.15K |
| Q3 2018 | share | Decrease | -5.84% | -193 shares | 115K | $263.45 | 3.10K |
| Q2 2018 | share | Increase | +14.77% | 425 shares | 154K | $228.19 | 3.30K |
| Q1 2018 | share | Increase | 0.00% | 2.87K shares | 632K | $209.94 | 2.87K |