FMWA
Forvis Mazars Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
8,036
+47
| +0.6% | +$18.3K | 0.07% | 119 |
|
|
2025
Q1 | $3.48M | Sell |
7,989
-43
| -0.5% | -$18.7K | 0.08% | 112 |
|
|
2024
Q4 | $2.96M | Sell |
8,032
-409
| -5% | -$151K | 0.07% | 133 |
|
|
2024
Q3 | $4.39M | Buy |
8,441
+109
| +1% | +$56.7K | 0.1% | 102 |
|
|
2024
Q2 | $4.51M | Buy |
8,332
+56
| +0.7% | +$30.3K | 0.11% | 96 |
|
|
2024
Q1 | $4.29M | Sell |
8,276
-314
| -4% | -$163K | 0.11% | 99 |
|
|
2023
Q4 | $4.05M | Sell |
8,590
-539
| -6% | -$254K | 0.11% | 98 |
|
|
2023
Q3 | $3.97M | Sell |
9,129
-188
| -2% | -$81.9K | 0.12% | 99 |
|
|
2023
Q2 | $4.14M | Sell |
9,317
-266
| -3% | -$118K | 0.12% | 110 |
|
|
2023
Q1 | $4.41M | Sell |
9,583
-148
| -2% | -$68.1K | 0.14% | 90 |
|
|
2022
Q4 | $4.99M | Sell |
9,731
-1,051
| -10% | -$539K | 0.17% | 83 |
|
|
2022
Q3 | $4.9M | Sell |
10,782
-266
| -2% | -$121K | 0.2% | 75 |
|
|
2022
Q2 | $5.33M | Buy |
11,048
+3,112
| +39% | +$1.5M | 0.22% | 65 |
|
|
2022
Q1 | $3.9M | Buy |
7,936
+266
| +3% | +$131K | 0.17% | 68 |
|
|
2021
Q4 | $3.56M | Sell |
7,670
-121
| -2% | -$56.1K | 0.15% | 73 |
|
|
2021
Q3 | $2.9M | Sell |
7,791
-210
| -3% | -$78.3K | 0.13% | 78 |
|
|
2021
Q2 | $3.06M | Sell |
8,001
-749
| -9% | -$286K | 0.14% | 75 |
|
|
2021
Q1 | $3.14M | Sell |
8,750
-875
| -9% | -$314K | 0.16% | 71 |
|
|
2020
Q4 | $3.09M | Buy |
9,625
+462
| +5% | +$148K | 0.15% | 72 |
|
|
2020
Q3 | $2.46M | Sell |
9,163
-105
| -1% | -$28.2K | 0.14% | 73 |
|
|
2020
Q2 | $2.44M | Sell |
9,268
-879
| -9% | -$231K | 0.16% | 71 |
|
|
2020
Q1 | $2.3M | Sell |
10,147
-73
| -0.7% | -$16.6K | 0.19% | 58 |
|
|
2019
Q4 | $3.09M | Buy |
10,220
+86
| +0.8% | +$26K | 0.22% | 59 |
|
|
2019
Q3 | $2.43M | Sell |
10,134
-137
| -1% | -$32.9K | 0.19% | 68 |
|
|
2019
Q2 | $2.9M | Sell |
10,271
-210
| -2% | -$59.3K | 0.23% | 57 |
|
|
2019
Q1 | $3.01M | Buy |
10,481
+92
| +0.9% | +$26.4K | 0.25% | 58 |
|
|
2018
Q4 | $2.73M | Sell |
10,389
-485
| -4% | -$127K | 0.28% | 47 |
|
|
2018
Q3 | $2.98M | Sell |
10,874
-352
| -3% | -$96.5K | 0.26% | 48 |
|
|
2018
Q2 | $2.67M | Buy |
11,226
+77
| +0.7% | +$18.3K | 0.26% | 56 |
|
|
2018
Q1 | $2.45M | Sell |
11,149
-374
| -3% | -$82.2K | 0.25% | 55 |
|
|
2017
Q4 | $2.59M | Sell |
11,523
-391
| -3% | -$88K | 0.26% | 55 |
|
|
2017
Q3 | $2.26M | Sell |
11,914
-678
| -5% | -$129K | 0.25% | 58 |
|
|
2017
Q2 | $2.37M | Sell |
12,592
-442
| -3% | -$83.2K | 0.27% | 52 |
|
|
2017
Q1 | $2.16M | Buy |
13,034
+509
| +4% | +$84.2K | 0.26% | 53 |
|
|
2016
Q4 | $1.8M | Buy |
12,525
+869
| +7% | +$125K | 0.24% | 57 |
|
|
2016
Q3 | $1.46M | Buy |
11,656
+1,089
| +10% | +$136K | 0.2% | 59 |
|
|
2016
Q2 | $1.39M | Sell |
10,567
-141
| -1% | -$18.5K | 0.21% | 64 |
|
|
2016
Q1 | $1.49M | Buy |
10,708
+150
| +1% | +$20.8K | 0.24% | 55 |
|
|
2015
Q4 | $1.47M | Buy |
10,558
+63
| +0.6% | +$8.78K | 0.22% | 52 |
|
|
2015
Q3 | $1.47M | Sell |
10,495
-1,862
| -15% | -$261K | 0.26% | 47 |
|
|
2015
Q2 | $2.03M | Sell |
12,357
-308
| -2% | -$50.5K | 0.3% | 45 |
|
|
2015
Q1 | $1.96M | Sell |
12,665
-341
| -3% | -$52.7K | 0.28% | 47 |
|
|
2014
Q4 | $1.64M | Sell |
13,006
-192
| -1% | -$24.1K | 0.27% | 55 |
|
|
2014
Q3 | $1.58M | Sell |
13,198
-176
| -1% | -$21.1K | 0.27% | 54 |
|
|
2014
Q2 | $1.44M | Sell |
13,374
-2,055
| -13% | -$221K | 0.25% | 55 |
|
|
2014
Q1 | $1.53M | Sell |
15,429
-90
| -0.6% | -$8.91K | 0.27% | 59 |
|
|
2013
Q4 | $1.43M | Sell |
15,519
-780
| -5% | -$72.1K | 0.27% | 59 |
|
|
2013
Q3 | $1.36M | Buy |
16,299
+43
| +0.3% | +$3.6K | 0.28% | 58 |
|
|
2013
Q2 | $1.33M | Buy |
+16,256
| New | +$1.33M | 1.05% | 38 |
|