BOPW
Brandywine Oak Private Wealth’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-577
| Closed | -$251K | – | 236 |
|
|
2025
Q1 | $251K | Sell |
577
-1
| -0.2% | -$435 | 0.02% | 198 |
|
|
2024
Q4 | $213K | Sell |
578
-100
| -15% | -$36.9K | 0.02% | 222 |
|
|
2024
Q3 | $353K | Hold |
678
| – | – | 0.03% | 180 |
|
|
2024
Q2 | $367K | Sell |
678
-1
| -0.1% | -$542 | 0.04% | 172 |
|
|
2024
Q1 | $352K | Hold |
679
| – | – | 0.04% | 180 |
|
|
2023
Q4 | $320K | Sell |
679
-20
| -3% | -$9.43K | 0.04% | 183 |
|
|
2023
Q3 | $304K | Hold |
699
| – | – | 0.04% | 184 |
|
|
2023
Q2 | $311K | Sell |
699
-2
| -0.3% | -$889 | 0.03% | 194 |
|
|
2023
Q1 | $322K | Sell |
701
-34
| -5% | -$15.6K | 0.04% | 193 |
|
|
2022
Q4 | $377K | Sell |
735
-76
| -9% | -$39K | 0.05% | 176 |
|
|
2022
Q3 | $368K | Sell |
811
-8
| -1% | -$3.63K | 0.05% | 182 |
|
|
2022
Q2 | $395K | Hold |
819
| – | – | 0.05% | 202 |
|
|
2022
Q1 | $402K | Sell |
819
-78
| -9% | -$38.3K | 0.05% | 221 |
|
|
2021
Q4 | $415K | Sell |
897
-25
| -3% | -$11.6K | 0.05% | 217 |
|
|
2021
Q3 | $343K | Sell |
922
-1
| -0.1% | -$372 | 0.04% | 228 |
|
|
2021
Q2 | $352K | Buy |
923
+30
| +3% | +$11.4K | 0.04% | 229 |
|
|
2021
Q1 | $320K | Sell |
893
-47
| -5% | -$16.8K | 0.05% | 191 |
|
|
2020
Q4 | $301K | Buy |
940
+36
| +4% | +$11.5K | 0.05% | 196 |
|
|
2020
Q3 | $242K | Buy |
904
+23
| +3% | +$6.16K | 0.04% | 220 |
|
|
2020
Q2 | $231K | Buy |
+881
| New | +$231K | 0.04% | 213 |
|
|
2019
Q1 | – | Sell |
-669
| Closed | -$175K | – | 326 |
|
|
2018
Q4 | $175K | Buy |
+669
| New | +$175K | 0.04% | 213 |
|