Godshalk Welsh Capital Management’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	$253K	Hold	650	–	–	0.16%	117
2025 Q1	$283K	Hold	650	–	–	0.18%	107
2024 Q4	$240K	Hold	650	–	–	0.15%	109
2024 Q3	$338K	Hold	650	–	–	0.21%	97
2024 Q2	$352K	Hold	650	–	–	0.23%	93
2024 Q1	$337K	Hold	650	–	–	0.23%	95
2023 Q4	$307K	Hold	650	–	–	0.22%	100
2023 Q3	$283K	Hold	650	–	–	0.21%	98
2023 Q2	$289K	Hold	650	–	–	0.2%	100
2023 Q1	$299K	Hold	650	–	–	0.21%	98
2022 Q4	$333K	Buy	+650	New	+$333K	0.24%	93
2022 Q3	–	Sell	-675	Closed	-$326K	–	119
2022 Q2	$326K	Sell	675 -40	-6%	-$19.3K	0.23%	94
2022 Q1	$351K	Hold	715	–	–	0.22%	99
2021 Q4	$331K	Hold	715	–	–	0.19%	101
2021 Q3	$267K	Hold	715	–	–	0.17%	104
2021 Q2	$275K	Hold	715	–	–	0.17%	104
2021 Q1	$257K	Hold	715	–	–	0.18%	105
2020 Q4	$230K	Buy	+715	New	+$230K	0.17%	106
2020 Q1	–	Sell	-715	Closed	-$216K	–	104
2019 Q4	$216K	Buy	+715	New	+$216K	0.18%	106
2019 Q3	–	Sell	-715	Closed	-$202K	–	110
2019 Q2	$202K	Hold	715	–	–	0.19%	106
2019 Q1	$205K	Sell	715 -100	-12%	-$28.7K	0.2%	104
2018 Q4	$214K	Sell	815 -25	-3%	-$6.56K	0.24%	97
2018 Q3	$230K	Hold	840	–	–	0.22%	100
2018 Q2	$200K	Buy	+840	New	+$200K	0.21%	107
2016 Q2	–	Sell	-2,363	Closed	-$328K	–	129
2016 Q1	$328K	Hold	2,363	–	–	0.34%	102
2015 Q4	$329K	Buy	2,363 +798	+51%	+$111K	0.34%	101
2015 Q3	$219K	Hold	1,565	–	–	0.24%	129
2015 Q2	$257K	Sell	1,565 -285	-15%	-$46.8K	0.26%	123
2015 Q1	$286K	Hold	1,850	–	–	0.29%	112
2014 Q4	$232K	Buy	+1,850	New	+$232K	0.21%	129