EWM
Empirical Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
1,820
+44
| +2% | +$17.1K | 0.02% | 360 |
|
|
2025
Q1 | $772K | Sell |
1,776
-169
| -9% | -$73.5K | 0.02% | 332 |
|
|
2024
Q4 | $718K | Sell |
1,945
-25
| -1% | -$9.22K | 0.02% | 321 |
|
|
2024
Q3 | $1.02M | Buy |
1,970
+407
| +26% | +$212K | 0.03% | 260 |
|
|
2024
Q2 | $847K | Sell |
1,563
-22
| -1% | -$11.9K | 0.03% | 274 |
|
|
2024
Q1 | $822K | Buy |
+1,585
| New | +$822K | 0.02% | 272 |
|
|
2023
Q4 | – | Sell |
-505
| Closed | -$220K | – | 499 |
|
|
2023
Q3 | $220K | Sell |
505
-111
| -18% | -$48.3K | 0.01% | 430 |
|
|
2023
Q2 | $274K | Sell |
616
-4,657
| -88% | -$2.07M | 0.01% | 383 |
|
|
2023
Q1 | $2.42M | Buy |
5,273
+708
| +16% | +$326K | 0.11% | 127 |
|
|
2022
Q4 | $2.34M | Buy |
4,565
+340
| +8% | +$174K | 0.11% | 124 |
|
|
2022
Q3 | $1.92M | Buy |
4,225
+1,089
| +35% | +$495K | 0.1% | 129 |
|
|
2022
Q2 | $1.51M | Buy |
+3,136
| New | +$1.51M | 0.08% | 158 |
|