BHPW
Beverly Hills Private Wealth’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Buy |
14,546
+994
| +7% | +$387K | 1.06% | 17 |
|
|
2025
Q1 | $5.89M | Buy |
13,552
+1,755
| +15% | +$763K | 1.17% | 14 |
|
|
2024
Q4 | $4.35M | Buy |
11,797
+2,459
| +26% | +$907K | 0.88% | 23 |
|
|
2024
Q3 | $4.86M | Buy |
9,338
+1,895
| +25% | +$985K | 0.98% | 20 |
|
|
2024
Q2 | $4.03M | Buy |
7,443
+1,346
| +22% | +$729K | 0.88% | 26 |
|
|
2024
Q1 | $3.16M | Buy |
6,097
+1,510
| +33% | +$783K | 0.73% | 30 |
|
|
2023
Q4 | $2.16M | Buy |
4,587
+510
| +13% | +$241K | 0.56% | 48 |
|
|
2023
Q3 | $1.78M | Sell |
4,077
-3,049
| -43% | -$1.33M | 0.53% | 53 |
|
|
2023
Q2 | $3.3M | Buy |
7,126
+3,703
| +108% | +$1.72M | 0.54% | 57 |
|
|
2023
Q1 | $1.57M | Buy |
3,423
+524
| +18% | +$241K | 0.49% | 59 |
|
|
2022
Q4 | $1.49M | Buy |
+2,899
| New | +$1.49M | 0.65% | 50 |
|