Laird Norton Wetherby Wealth Management’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
Q3 | $1.72M | Sell |
5,312
-193
| -4% | -$60K | 0.07% | 255 |
|
|
2025
Q2 | $2.14M | Buy |
+5,505
| New | +$2.21M | 0.1% | 208 |
|
|
2024
Q4 | $2.33M | Sell |
6,304
-1,420
| -18% | -$594K | 0.11% | 177 |
|
|
2024
Q3 | $4.02M | Sell |
7,724
-333
| -4% | -$178K | 0.18% | 96 |
|
|
2024
Q2 | $4.37M | Buy |
8,057
+265
| +3% | +$140K | 0.21% | 76 |
|
|
2024
Q1 | $4.04M | Sell |
7,792
-32
| -0.4% | -$15.9K | 0.19% | 94 |
|
|
2023
Q4 | $3.69M | Sell |
7,824
-100
| -1% | -$46.2K | 0.19% | 99 |
|
|
2023
Q3 | $3.45M | Sell |
7,924
-358
| -4% | -$162K | 0.2% | 93 |
|
|
2023
Q2 | $3.68M | Buy |
8,282
+39
| +0.5% | +$18K | 0.2% | 91 |
|
|
2023
Q1 | $3.79M | Buy |
8,243
+269
| +3% | +$128K | 0.22% | 84 |
|
|
2022
Q4 | $4.09M | Buy |
7,974
+612
| +8% | +$311K | 0.26% | 71 |
|
|
2022
Q3 | $3.34M | Buy |
7,362
+80
| +1% | +$38.3K | 0.24% | 75 |
|
|
2022
Q2 | $3.51M | Sell |
7,282
-66
| -0.9% | -$32.7K | 0.24% | 76 |
|
|
2022
Q1 | $3.61M | Buy |
7,348
+537
| +8% | +$245K | 0.21% | 91 |
|
|
2021
Q4 | $3.16M | Buy |
6,811
+29
| +0.4% | +$12.2K | 0.18% | 103 |
|
|
2021
Q3 | $2.53M | Buy |
6,782
+711
| +12% | +$270K | 0.16% | 121 |
|
|
2021
Q2 | $2.32M | Sell |
6,071
-583
| -9% | -$223K | 0.14% | 134 |
|
|
2021
Q1 | $2.39M | Sell |
6,654
-608
| -8% | -$196K | 0.18% | 105 |
|
|
2020
Q4 | $2.33M | Buy |
7,262
+199
| +3% | +$61.1K | 0.16% | 124 |
|
|
2020
Q3 | $1.9M | Sell |
7,063
-207
| -3% | -$55.7K | 0.17% | 118 |
|
|
2020
Q2 | $1.91M | Buy |
7,270
+270
| +4% | +$72K | 0.18% | 112 |
|
|
2020
Q1 | $1.59M | Buy |
7,000
+36
| +0.5% | +$9.81K | 0.18% | 114 |
|
|
2019
Q4 | $2.1M | Sell |
6,964
-138
| -2% | -$38K | 0.21% | 109 |
|
|
2019
Q3 | $1.71M | Buy |
7,102
+502
| +8% | +$138K | 0.18% | 131 |
|
|
2019
Q2 | $1.86M | Buy |
6,600
+868
| +15% | +$237K | 0.2% | 114 |
|
|
2019
Q1 | $1.65M | Buy |
5,732
+167
| +3% | +$48.3K | 0.21% | 109 |
|
|
2018
Q4 | $1.46M | Buy |
5,565
+6
| +0.1% | +$1.65K | 0.21% | 113 |
|
|
2018
Q3 | $1.52M | Sell |
5,559
-256
| -4% | -$66.5K | 0.19% | 116 |
|
|
2018
Q2 | $1.38M | Sell |
5,815
-274
| -4% | -$63.5K | 0.19% | 118 |
|
|
2018
Q1 | $1.34M | Buy |
6,089
+65
| +1% | +$15.3K | 0.18% | 117 |
|
|
2017
Q4 | $1.36M | Buy |
6,024
+310
| +5% | +$66K | 0.19% | 119 |
|
|
2017
Q3 | $1.08M | Sell |
5,714
-266
| -4% | -$50.6K | 0.16% | 144 |
|
|
2017
Q2 | $1.13M | Buy |
5,980
+152
| +3% | +$27.3K | 0.19% | 121 |
|
|
2017
Q1 | $964K | Sell |
5,828
-273
| -4% | -$43.4K | 0.17% | 136 |
|
|
2016
Q4 | $877K | Buy |
6,101
+184
| +3% | +$24.6K | 0.17% | 136 |
|
|
2016
Q3 | $741K | Buy |
5,917
+346
| +6% | +$44.7K | 0.15% | 167 |
|
|
2016
Q2 | $732K | Sell |
5,571
-17
| -0.3% | -$2.33K | 0.16% | 147 |
|
|
2016
Q1 | $776K | Sell |
5,588
-49
| -0.9% | -$6.55K | 0.18% | 123 |
|
|
2015
Q4 | $786K | Buy |
5,637
+461
| +9% | +$63.5K | 0.19% | 119 |
|
|
2015
Q3 | $724K | Buy |
5,176
+430
| +9% | +$64.6K | 0.19% | 120 |
|
|
2015
Q2 | $779K | Buy |
4,746
+60
| +1% | +$9.59K | 0.19% | 114 |
|
|
2015
Q1 | $723K | Buy |
4,686
+216
| +5% | +$30.8K | 0.18% | 121 |
|
|
2014
Q4 | $562K | Buy |
4,470
+131
| +3% | +$16.2K | 0.14% | 166 |
|
|
2014
Q3 | $519K | Buy |
4,339
+50
| +1% | +$5.74K | 0.14% | 173 |
|
|
2014
Q2 | $462K | Sell |
4,289
-145
| -3% | -$14.9K | 0.13% | 191 |
|
|
2014
Q1 | $441K | Sell |
4,434
-99
| -2% | -$8.95K | 0.13% | 205 |
|
|
2013
Q4 | $419K | Sell |
4,533
-290
| -6% | -$25.8K | 0.12% | 213 |
|
|
2013
Q3 | $403K | Buy |
4,823
+422
| +10% | +$36.2K | 0.13% | 200 |
|
|
2013
Q2 | $361K | Buy |
+4,401
| New | +$329K | 0.13% | 189 |
|
Other funds holding ELV
