Everett Harris & Co’s Elevance Health ELV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$382K	Hold	982	–	–	﹤0.01%	245
2025 Q1	$427K	Sell	982 -27	-3%	-$11.7K	0.01%	223
2024 Q4	$372K	Buy	1,009 +8	+0.8%	+$2.95K	﹤0.01%	224
2024 Q3	$521K	Hold	1,001	–	–	0.01%	185
2024 Q2	$542K	Buy	1,001 +60	+6%	+$32.5K	0.01%	176
2024 Q1	$488K	Hold	941	–	–	0.01%	183
2023 Q4	$444K	Sell	941 -8	-0.8%	-$3.77K	0.01%	183
2023 Q3	$413K	Buy	949 +11	+1%	+$4.79K	0.01%	180
2023 Q2	$417K	Hold	938	–	–	0.01%	186
2023 Q1	$431K	Hold	938	–	–	0.01%	182
2022 Q4	$481K	Hold	938	–	–	0.01%	175
2022 Q3	$426K	Sell	938 -209	-18%	-$94.9K	0.01%	184
2022 Q2	$554K	Buy	1,147 +27	+2%	+$13K	0.01%	168
2022 Q1	$550K	Hold	1,120	–	–	0.01%	181
2021 Q4	$519K	Hold	1,120	–	–	0.01%	183
2021 Q3	$418K	Hold	1,120	–	–	0.01%	196
2021 Q2	$428K	Hold	1,120	–	–	0.01%	195
2021 Q1	$402K	Sell	1,120 -45	-4%	-$16.2K	0.01%	195
2020 Q4	$374K	Buy	1,165 +165	+17%	+$53K	0.01%	199
2020 Q3	$269K	Hold	1,000	–	–	0.01%	215
2020 Q2	$263K	Hold	1,000	–	–	0.01%	207
2020 Q1	$227K	Hold	1,000	–	–	0.01%	195
2019 Q4	$302K	Hold	1,000	–	–	0.01%	218
2019 Q3	$240K	Hold	1,000	–	–	0.01%	221
2019 Q2	$282K	Hold	1,000	–	–	0.01%	217
2019 Q1	$287K	Hold	1,000	–	–	0.01%	210
2018 Q4	$263K	Hold	1,000	–	–	0.01%	204
2018 Q3	$274K	Hold	1,000	–	–	0.01%	218
2018 Q2	$238K	Hold	1,000	–	–	0.01%	220
2018 Q1	$220K	Hold	1,000	–	–	0.01%	225
2017 Q4	$225K	Buy	+1,000	New	+$225K	0.01%	226