FFA
First Foundation Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
893
-159
| -15% | -$61.8K | 0.01% | 270 |
|
|
2025
Q1 | $458K | Sell |
1,052
-22
| -2% | -$9.57K | 0.02% | 231 |
|
|
2024
Q4 | $396K | Sell |
1,074
-126
| -11% | -$46.5K | 0.01% | 252 |
|
|
2024
Q3 | $624K | Sell |
1,200
-74
| -6% | -$38.5K | 0.02% | 216 |
|
|
2024
Q2 | $690K | Buy |
1,274
+1
| +0.1% | +$542 | 0.03% | 195 |
|
|
2024
Q1 | $660K | Sell |
1,273
-307
| -19% | -$159K | 0.03% | 203 |
|
|
2023
Q4 | $745K | Sell |
1,580
-1,560
| -50% | -$736K | 0.03% | 190 |
|
|
2023
Q3 | $1.37M | Buy |
3,140
+216
| +7% | +$94.1K | 0.06% | 157 |
|
|
2023
Q2 | $1.3M | Sell |
2,924
-272
| -9% | -$121K | 0.06% | 163 |
|
|
2023
Q1 | $1.47M | Sell |
3,196
-6,494
| -67% | -$2.99M | 0.07% | 147 |
|
|
2022
Q4 | $4.97M | Sell |
9,690
-2,464
| -20% | -$1.26M | 0.24% | 78 |
|
|
2022
Q3 | $5.52M | Sell |
12,154
-4,483
| -27% | -$2.04M | 0.27% | 73 |
|
|
2022
Q2 | $8.03M | Sell |
16,637
-28,237
| -63% | -$13.6M | 0.35% | 57 |
|
|
2022
Q1 | $22M | Sell |
44,874
-7,924
| -15% | -$3.89M | 0.8% | 32 |
|
|
2021
Q4 | $24.5M | Buy |
52,798
+463
| +0.9% | +$215K | 0.84% | 30 |
|
|
2021
Q3 | $19.5M | Buy |
52,335
+2,137
| +4% | +$797K | 0.73% | 35 |
|
|
2021
Q2 | $19.2M | Buy |
50,198
+3,816
| +8% | +$1.46M | 0.74% | 35 |
|
|
2021
Q1 | $16.6M | Buy |
46,382
+4,051
| +10% | +$1.45M | 0.71% | 40 |
|
|
2020
Q4 | $13.6M | Buy |
42,331
+975
| +2% | +$313K | 0.6% | 42 |
|
|
2020
Q3 | $11.1M | Sell |
41,356
-562
| -1% | -$151K | 0.52% | 42 |
|
|
2020
Q2 | $11M | Buy |
41,918
+734
| +2% | +$193K | 0.57% | 39 |
|
|
2020
Q1 | $9.35M | Buy |
41,184
+991
| +2% | +$225K | 0.57% | 38 |
|
|
2019
Q4 | $12.1M | Buy |
40,193
+1,566
| +4% | +$473K | 0.6% | 42 |
|
|
2019
Q3 | $9.27M | Buy |
38,627
+2,382
| +7% | +$572K | 0.5% | 52 |
|
|
2019
Q2 | $10.2M | Buy |
36,245
+26,288
| +264% | +$7.42M | 0.57% | 48 |
|
|
2019
Q1 | $2.86M | Buy |
9,957
+8,357
| +522% | +$2.4M | 0.17% | 93 |
|
|
2018
Q4 | $420K | Buy |
+1,600
| New | +$420K | 0.03% | 282 |
|
|
2018
Q1 | – | Sell |
-1,110
| Closed | -$250K | – | 331 |
|
|
2017
Q4 | $250K | Buy |
1,110
+54
| +5% | +$12.2K | 0.01% | 290 |
|
|
2017
Q3 | $201K | Buy |
+1,056
| New | +$201K | 0.01% | 290 |
|