KCM Investment Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
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|
2025
Q1 | $2.39M | Buy |
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|
2024
Q4 | $1.94M | Sell |
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|
2024
Q3 | $6.89M | Sell |
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|
2024
Q2 | $7.19M | Sell |
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|
2024
Q1 | $6.89M | Buy |
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|
2023
Q4 | $6.19M | Sell |
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|
2023
Q3 | $6.06M | Sell |
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|
2023
Q2 | $6.3M | Sell |
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|
2023
Q1 | $7.67M | Sell |
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|
2022
Q4 | $8.9M | Buy |
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|
2022
Q3 | $7.82M | Buy |
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|
2022
Q2 | $4.53M | Sell |
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|
2022
Q1 | $4.66M | Sell |
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|
2021
Q4 | $4.41M | Buy |
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|
2021
Q3 | $3.47M | Buy |
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|
2021
Q2 | $3.52M | Sell |
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|
2021
Q1 | $3.36M | Buy |
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|
2020
Q4 | $2.92M | Buy |
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|
2020
Q3 | $2.38M | Sell |
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|
2020
Q2 | $2.42M | Buy |
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|
2020
Q1 | $2.07M | Sell |
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|
2019
Q4 | $3.1M | Sell |
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|
2019
Q3 | $2.49M | Sell |
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|
2019
Q2 | $2.95M | Sell |
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|
2019
Q1 | $3.06M | Sell |
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|
2018
Q4 | $2.82M | Sell |
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|
2018
Q3 | $3.02M | Sell |
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|
2018
Q2 | $3.06M | Sell |
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|
2018
Q1 | $2.91M | Sell |
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|
2017
Q4 | $3.19M | Buy |
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|
2017
Q3 | $2.69M | Sell |
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|
2017
Q2 | $2.72M | Sell |
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|
2017
Q1 | $2.75M | Sell |
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|
2016
Q4 | $2.46M | Sell |
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|
2016
Q3 | $2.19M | Sell |
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|
2016
Q2 | $2.34M | Buy |
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|
2016
Q1 | $2.43M | Sell |
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|
2015
Q4 | $2.7M | Sell |
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|
2015
Q3 | $2.72M | Sell |
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|
2015
Q2 | $3.35M | Buy |
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|
2015
Q1 | $3.08M | Buy |
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|
2014
Q4 | $2.41M | Sell |
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|
2014
Q3 | $2.3M | Buy |
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|
2014
Q2 | $2.05M | Buy |
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|
2014
Q1 | $1.14M | Buy |
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|
2013
Q4 | $1M | Buy |
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|
2013
Q3 | $883K | Hold |
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|
2013
Q2 | $864K | Buy |
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