EP Wealth Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $812K | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $826K | Sell |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $727K | Buy |
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|
2022
Q4 | $873K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $783K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $348K | Sell |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $353K | Buy |
|