Everett Harris & Co’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $267K | Hold |
911
| – | – | ﹤0.01% | 293 |
|
|
2025
Q4 | $319K | Hold |
911
| – | – | ﹤0.01% | 274 |
|
|
2025
Q3 | $294K | Sell |
911
-71
| -7% | -$22.1K | ﹤0.01% | 276 |
|
|
2025
Q2 | $382K | Hold |
982
| – | – | ﹤0.01% | 245 |
|
|
2025
Q1 | $427K | Sell |
982
-27
| -3% | -$10.8K | 0.01% | 223 |
|
|
2024
Q4 | $372K | Buy |
1,009
+8
| +0.8% | +$3.35K | ﹤0.01% | 224 |
|
|
2024
Q3 | $521K | Hold |
1,001
| – | – | 0.01% | 185 |
|
|
2024
Q2 | $542K | Buy |
1,001
+60
| +6% | +$31.7K | 0.01% | 176 |
|
|
2024
Q1 | $488K | Hold |
941
| – | – | 0.01% | 183 |
|
|
2023
Q4 | $444K | Sell |
941
-8
| -0.8% | -$3.7K | 0.01% | 183 |
|
|
2023
Q3 | $413K | Buy |
949
+11
| +1% | +$4.99K | 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% | -$100K | 0.01% | 184 |
|
|
2022
Q2 | $554K | Buy |
1,147
+27
| +2% | +$13.4K | 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% | -$14.5K | 0.01% | 195 |
|
|
2020
Q4 | $374K | Buy |
1,165
+165
| +17% | +$50.6K | 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 | +$213K | 0.01% | 226 |
|
Other funds holding ELV
VCM
VPM
