Beverly Hills Private Wealth’s Elevance Health ELV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.73M	Buy	19,575 +2,698	+16%	+$887K	0.96%	26
2025 Q4	$5.92M	Sell	16,877 -1,469	-8%	-$496K	1.01%	22
2025 Q3	$5.93M	Buy	18,346 +3,800	+26%	+$1.18M	1.05%	17
2025 Q2	$5.66M	Buy	14,546 +994	+7%	+$400K	1.06%	17
2025 Q1	$5.89M	Buy	13,552 +1,755	+15%	+$705K	1.17%	14
2024 Q4	$4.35M	Buy	11,797 +2,459	+26%	+$1.03M	0.88%	23
2024 Q3	$4.86M	Buy	9,338 +1,895	+25%	+$1.01M	0.98%	20
2024 Q2	$4.03M	Buy	7,443 +1,346	+22%	+$711K	0.88%	26
2024 Q1	$3.16M	Buy	6,097 +1,510	+33%	+$751K	0.73%	30
2023 Q4	$2.16M	Buy	4,587 +510	+13%	+$236K	0.56%	48
2023 Q3	$1.78M	Sell	4,077 -3,049	-43%	-$1.38M	0.53%	53
2023 Q2	$3.3M	Buy	7,126 +3,703	+108%	+$1.71M	0.54%	57
2023 Q1	$1.57M	Buy	3,423 +524	+18%	+$249K	0.49%	59
2022 Q4	$1.49M	Buy	+2,899	New	+$1.47M	0.65%	50