BOM
Bank of Marin’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
2,244
+735
| +49% | +$286K | 0.66% | 44 |
|
|
2025
Q1 | $656K | Hold |
1,509
| – | – | 0.84% | 38 |
|
|
2024
Q4 | $557K | Hold |
1,509
| – | – | 0.44% | 64 |
|
|
2024
Q3 | $785K | Sell |
1,509
-56
| -4% | -$29.1K | 0.63% | 51 |
|
|
2024
Q2 | $848K | Hold |
1,565
| – | – | 0.73% | 42 |
|
|
2024
Q1 | $812K | Hold |
1,565
| – | – | 0.71% | 46 |
|
|
2023
Q4 | $738K | Hold |
1,565
| – | – | 0.66% | 47 |
|
|
2023
Q3 | $681K | Sell |
1,565
-64
| -4% | -$27.9K | 0.66% | 47 |
|
|
2023
Q2 | $724K | Sell |
1,629
-1,655
| -50% | -$735K | 0.67% | 52 |
|
|
2023
Q1 | $1.51M | Sell |
3,284
-506
| -13% | -$233K | 1.44% | 16 |
|
|
2022
Q4 | $1.94M | Hold |
3,790
| – | – | 1.83% | 8 |
|
|
2022
Q3 | $1.72M | Hold |
3,790
| – | – | 1.69% | 14 |
|
|
2022
Q2 | $1.83M | Sell |
3,790
-85
| -2% | -$41K | 1.61% | 14 |
|
|
2022
Q1 | $1.9M | Hold |
3,875
| – | – | 1.39% | 16 |
|
|
2021
Q4 | $1.8M | Sell |
3,875
-65
| -2% | -$30.1K | 1.2% | 22 |
|
|
2021
Q3 | $1.47M | Hold |
3,940
| – | – | 1.07% | 26 |
|
|
2021
Q2 | $1.5M | Sell |
3,940
-195
| -5% | -$74.4K | 1.1% | 23 |
|
|
2021
Q1 | $1.48M | Hold |
4,135
| – | – | 1.17% | 23 |
|
|
2020
Q4 | $1.33M | Hold |
4,135
| – | – | 1.12% | 26 |
|
|
2020
Q3 | $1.11M | Sell |
4,135
-190
| -4% | -$51.1K | 1.14% | 26 |
|
|
2020
Q2 | $1.14M | Hold |
4,325
| – | – | 1.3% | 24 |
|
|
2020
Q1 | $982K | Hold |
4,325
| – | – | 1.34% | 24 |
|
|
2019
Q4 | $1.31M | Buy |
+4,325
| New | +$1.31M | 1.32% | 21 |
|