EWM
Evercore Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
596
| – | – | ﹤0.01% | 373 |
|
|
2025
Q1 | $259K | Sell |
596
-19
| -3% | -$8.26K | ﹤0.01% | 355 |
|
|
2024
Q4 | $227K | Sell |
615
-101
| -14% | -$37.3K | ﹤0.01% | 383 |
|
|
2024
Q3 | $372K | Hold |
716
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $388K | Sell |
716
-23
| -3% | -$12.5K | 0.01% | 306 |
|
|
2024
Q1 | $383K | Sell |
739
-14
| -2% | -$7.26K | 0.01% | 311 |
|
|
2023
Q4 | $355K | Buy |
753
+12
| +2% | +$5.66K | 0.01% | 312 |
|
|
2023
Q3 | $323K | Sell |
741
-58
| -7% | -$25.3K | 0.01% | 309 |
|
|
2023
Q2 | $355K | Sell |
799
-6
| -0.7% | -$2.67K | 0.01% | 310 |
|
|
2023
Q1 | $370K | Sell |
805
-12
| -1% | -$5.52K | 0.01% | 300 |
|
|
2022
Q4 | $419K | Sell |
817
-73
| -8% | -$37.4K | 0.01% | 288 |
|
|
2022
Q3 | $404K | Sell |
890
-72
| -7% | -$32.7K | 0.01% | 276 |
|
|
2022
Q2 | $464K | Hold |
962
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $473K | Sell |
962
-88
| -8% | -$43.3K | 0.01% | 291 |
|
|
2021
Q4 | $487K | Sell |
1,050
-30
| -3% | -$13.9K | 0.01% | 287 |
|
|
2021
Q3 | $403K | Hold |
1,080
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $412K | Sell |
1,080
-541
| -33% | -$206K | 0.01% | 315 |
|
|
2021
Q1 | $582K | Sell |
1,621
-25
| -2% | -$8.98K | 0.01% | 277 |
|
|
2020
Q4 | $529K | Buy |
1,646
+187
| +13% | +$60.1K | 0.01% | 280 |
|
|
2020
Q3 | $392K | Buy |
1,459
+13
| +0.9% | +$3.49K | 0.01% | 288 |
|
|
2020
Q2 | $380K | Hold |
1,446
| – | – | 0.01% | 287 |
|
|
2020
Q1 | $328K | Buy |
1,446
+3
| +0.2% | +$680 | 0.01% | 283 |
|
|
2019
Q4 | $436K | Sell |
1,443
-31
| -2% | -$9.37K | 0.01% | 295 |
|
|
2019
Q3 | $354K | Sell |
1,474
-30
| -2% | -$7.21K | 0.01% | 309 |
|
|
2019
Q2 | $424K | Buy |
1,504
+2
| +0.1% | +$564 | 0.01% | 293 |
|
|
2019
Q1 | $431K | Buy |
1,502
+20
| +1% | +$5.74K | 0.01% | 287 |
|
|
2018
Q4 | $389K | Sell |
1,482
-496
| -25% | -$130K | 0.01% | 276 |
|
|
2018
Q3 | $542K | Buy |
1,978
+2
| +0.1% | +$548 | 0.02% | 270 |
|
|
2018
Q2 | $470K | Sell |
1,976
-55
| -3% | -$13.1K | 0.02% | 276 |
|
|
2018
Q1 | $446K | Sell |
2,031
-120
| -6% | -$26.4K | 0.02% | 257 |
|
|
2017
Q4 | $484K | Hold |
2,151
| – | – | 0.02% | 260 |
|
|
2017
Q3 | $408K | Hold |
2,151
| – | – | 0.02% | 274 |
|
|
2017
Q2 | $405K | Sell |
2,151
-50
| -2% | -$9.41K | 0.02% | 278 |
|
|
2017
Q1 | $364K | Sell |
2,201
-218
| -9% | -$36.1K | 0.01% | 297 |
|
|
2016
Q4 | $348K | Sell |
2,419
-340
| -12% | -$48.9K | 0.01% | 288 |
|
|
2016
Q3 | $346K | Sell |
2,759
-49
| -2% | -$6.15K | 0.01% | 294 |
|
|
2016
Q2 | $369K | Buy |
2,808
+101
| +4% | +$13.3K | 0.02% | 278 |
|
|
2016
Q1 | $376K | Hold |
2,707
| – | – | 0.02% | 279 |
|
|
2015
Q4 | $377K | Buy |
2,707
+581
| +27% | +$80.9K | 0.02% | 285 |
|
|
2015
Q3 | $298K | Buy |
2,126
+152
| +8% | +$21.3K | 0.01% | 329 |
|
|
2015
Q2 | $324K | Hold |
1,974
| – | – | 0.01% | 340 |
|
|
2015
Q1 | $304K | Buy |
1,974
+30
| +2% | +$4.62K | 0.01% | 349 |
|
|
2014
Q4 | $245K | Sell |
1,944
-276
| -12% | -$34.8K | 0.01% | 326 |
|
|
2014
Q3 | $266K | Buy |
2,220
+1,000
| +82% | +$120K | 0.01% | 351 |
|
|
2014
Q2 | $131K | Hold |
1,220
| – | – | 0.01% | 468 |
|
|
2014
Q1 | $121K | Hold |
1,220
| – | – | 0.01% | 451 |
|
|
2013
Q4 | $113K | Sell |
1,220
-58
| -5% | -$5.37K | 0.01% | 439 |
|
|
2013
Q3 | $106K | Buy |
1,278
+58
| +5% | +$4.81K | 0.01% | 479 |
|
|
2013
Q2 | $100K | Buy |
+1,220
| New | +$100K | 0.01% | 491 |
|