EWM
Evermay Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
1,237
-58
| -4% | -$22.6K | 0.06% | 129 |
|
|
2025
Q1 | $563K | Sell |
1,295
-372
| -22% | -$162K | 0.07% | 116 |
|
|
2024
Q4 | $615K | Buy |
1,667
+89
| +6% | +$32.8K | 0.09% | 114 |
|
|
2024
Q3 | $821K | Sell |
1,578
-11
| -0.7% | -$5.72K | 0.13% | 93 |
|
|
2024
Q2 | $861K | Sell |
1,589
-67
| -4% | -$36.3K | 0.14% | 88 |
|
|
2024
Q1 | $859K | Sell |
1,656
-2
| -0.1% | -$1.04K | 0.13% | 86 |
|
|
2023
Q4 | $782K | Sell |
1,658
-2
| -0.1% | -$943 | 0.14% | 74 |
|
|
2023
Q3 | $723K | Buy |
1,660
+40
| +2% | +$17.4K | 0.15% | 72 |
|
|
2023
Q2 | $720K | Buy |
1,620
+59
| +4% | +$26.2K | 0.14% | 78 |
|
|
2023
Q1 | $718K | Buy |
1,561
+91
| +6% | +$41.8K | 0.14% | 78 |
|
|
2022
Q4 | $754K | Buy |
1,470
+14
| +1% | +$7.18K | 0.15% | 71 |
|
|
2022
Q3 | $661K | Buy |
1,456
+31
| +2% | +$14.1K | 0.13% | 75 |
|
|
2022
Q2 | $688K | Hold |
1,425
| – | – | 0.13% | 73 |
|
|
2022
Q1 | $700K | Sell |
1,425
-10
| -0.7% | -$4.91K | 0.12% | 84 |
|
|
2021
Q4 | $665K | Hold |
1,435
| – | – | 0.12% | 68 |
|
|
2021
Q3 | $535K | Sell |
1,435
-50
| -3% | -$18.6K | 0.1% | 84 |
|
|
2021
Q2 | $567K | Hold |
1,485
| – | – | 0.11% | 85 |
|
|
2021
Q1 | $533K | Buy |
1,485
+72
| +5% | +$25.8K | 0.11% | 86 |
|
|
2020
Q4 | $454K | Sell |
1,413
-150
| -10% | -$48.2K | 0.1% | 93 |
|
|
2020
Q3 | $420K | Sell |
1,563
-100
| -6% | -$26.9K | 0.1% | 93 |
|
|
2020
Q2 | $437K | Sell |
1,663
-175
| -10% | -$46K | 0.12% | 86 |
|
|
2020
Q1 | $417K | Sell |
1,838
-49
| -3% | -$11.1K | 0.13% | 80 |
|
|
2019
Q4 | $570K | Sell |
1,887
-189
| -9% | -$57.1K | 0.14% | 81 |
|
|
2019
Q3 | $498K | Buy |
2,076
+13
| +0.6% | +$3.12K | 0.14% | 78 |
|
|
2019
Q2 | $582K | Sell |
2,063
-40
| -2% | -$11.3K | 0.16% | 65 |
|
|
2019
Q1 | $604K | Hold |
2,103
| – | – | 0.17% | 58 |
|
|
2018
Q4 | $552K | Hold |
2,103
| – | – | 0.18% | 56 |
|
|
2018
Q3 | $576K | Sell |
2,103
-120
| -5% | -$32.9K | 0.18% | 58 |
|
|
2018
Q2 | $529K | Hold |
2,223
| – | – | 0.18% | 64 |
|
|
2018
Q1 | $488K | Buy |
2,223
+625
| +39% | +$137K | 0.17% | 68 |
|
|
2017
Q4 | $360K | Buy |
+1,598
| New | +$360K | 0.13% | 87 |
|