Bank of Marin’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
Q2
$873K Buy
2025
Q1
$656K Hold
2024
Q4
$557K Hold
2024
Q3
$785K Sell
2024
Q2
$848K Hold
2024
Q1
$812K Hold
2023
Q4
$738K Hold
2023
Q3
$681K Sell
2023
Q2
$724K Sell
2023
Q1
$1.51M Sell
2022
Q4
$1.94M Hold
2022
Q3
$1.72M Hold
2022
Q2
$1.83M Sell
2022
Q1
$1.9M Hold
2021
Q4
$1.8M Sell
2021
Q3
$1.47M Hold
2021
Q2
$1.5M Sell
2021
Q1
$1.48M Hold
2020
Q4
$1.33M Hold
2020
Q3
$1.11M Sell
2020
Q2
$1.14M Hold
2020
Q1
$982K Hold
2019
Q4
$1.31M Buy