EP Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
4,667
+1,159
| +33% | +$451K | 0.01% | 434 |
|
|
2025
Q1 | $1.53M | Buy |
3,508
+1,307
| +59% | +$569K | 0.01% | 409 |
|
|
2024
Q4 | $812K | Buy |
2,201
+159
| +8% | +$58.7K | 0.01% | 561 |
|
|
2024
Q3 | $1.06M | Buy |
2,042
+160
| +9% | +$83.2K | 0.01% | 482 |
|
|
2024
Q2 | $1.02M | Buy |
1,882
+289
| +18% | +$157K | 0.01% | 385 |
|
|
2024
Q1 | $826K | Sell |
1,593
-1,084
| -40% | -$562K | 0.01% | 412 |
|
|
2023
Q4 | $1.26M | Buy |
2,677
+284
| +12% | +$134K | 0.02% | 331 |
|
|
2023
Q3 | $1.04M | Sell |
2,393
-5,955
| -71% | -$2.59M | 0.02% | 324 |
|
|
2023
Q2 | $1.07M | Sell |
8,348
-6,638
| -44% | -$852K | 0.02% | 318 |
|
|
2023
Q1 | $727K | Buy |
14,986
+13,283
| +780% | +$645K | 0.01% | 347 |
|
|
2022
Q4 | $873K | Buy |
+1,703
| New | +$873K | 0.02% | 302 |
|
|
2022
Q3 | – | Sell |
-2,181
| Closed | -$1.05M | – | 418 |
|
|
2022
Q2 | $1.05M | Buy |
2,181
+588
| +37% | +$284K | 0.02% | 250 |
|
|
2022
Q1 | $783K | Buy |
+1,593
| New | +$783K | 0.02% | 303 |
|
|
2020
Q1 | – | Sell |
-1,153
| Closed | -$348K | – | 391 |
|
|
2019
Q4 | $348K | Sell |
1,153
-40
| -3% | -$12.1K | 0.01% | 314 |
|
|
2019
Q3 | $287K | Buy |
+1,193
| New | +$287K | 0.01% | 287 |
|
|
2019
Q2 | – | Sell |
-1,229
| Closed | -$353K | – | 330 |
|
|
2019
Q1 | $353K | Buy |
+1,229
| New | +$353K | 0.03% | 188 |
|