Evercore Wealth Management’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 | $232K | Hold |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $355K | Sell |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $464K | Hold |
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|
2022
Q1 | $473K | Sell |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $403K | Hold |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $582K | Sell |
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|
2020
Q4 | $529K | Buy |
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|
2020
Q3 | $392K | Buy |
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|
2020
Q2 | $380K | Hold |
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|
2020
Q1 | $328K | Buy |
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|
2019
Q4 | $436K | Sell |
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|
2019
Q3 | $354K | Sell |
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|
2019
Q2 | $424K | Buy |
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|
2019
Q1 | $431K | Buy |
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|
2018
Q4 | $389K | Sell |
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|
2018
Q3 | $542K | Buy |
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|
2018
Q2 | $470K | Sell |
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|
2018
Q1 | $446K | Sell |
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|
2017
Q4 | $484K | Hold |
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|
2017
Q3 | $408K | Hold |
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|
2017
Q2 | $405K | Sell |
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|
2017
Q1 | $364K | Sell |
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|
2016
Q4 | $348K | Sell |
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|
2016
Q3 | $346K | Sell |
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|
2016
Q2 | $369K | Buy |
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|
2016
Q1 | $376K | Hold |
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|
2015
Q4 | $377K | Buy |
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|
2015
Q3 | $298K | Buy |
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|
2015
Q2 | $324K | Hold |
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|
2015
Q1 | $304K | Buy |
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|
2014
Q4 | $245K | Sell |
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|
2014
Q3 | $266K | Buy |
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|
2014
Q2 | $131K | Hold |
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|
2014
Q1 | $121K | Hold |
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|
2013
Q4 | $113K | Sell |
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|
2013
Q3 | $106K | Buy |
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|
2013
Q2 | $100K | Buy |
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