PHAM
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Palisades Hudson Asset Management’s Elevance Health ELV Stock Holding History

Palisades Hudson Asset Management’s Portfolio ELV Stock Details ELV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$352K Sell
906
-71
-7% -$27.6K 0.14% 72
2025
Q1 		$425K Hold
977
– – 0.19% 56
2024
Q4 		$360K Sell
977
-1
-0.1% -$368 0.15% 69
2024
Q3 		$509K Sell
978
-260
-21% -$135K 0.21% 59
2024
Q2 		$671K Hold
1,238
– – 0.31% 41
2024
Q1 		$642K Sell
1,238
-126
-9% -$65.3K 0.29% 45
2023
Q4 		$643K Buy
1,364
+1
+0.1% +$471 0.31% 42
2023
Q3 		$593K Sell
1,363
-2
-0.1% -$870 0.32% 42
2023
Q2 		$607K Hold
1,365
– – 0.32% 41
2023
Q1 		$628K Hold
1,365
– – 0.34% 40
2022
Q4 		$700K Hold
1,365
– – 0.39% 31
2022
Q3 		$620K Hold
1,365
– – 0.38% 34
2022
Q2 		$659K Sell
1,365
-104
-7% -$50.2K 0.37% 36
2022
Q1 		$721K Buy
1,469
+1
+0.1% +$491 0.34% 35
2021
Q4 		$680K Hold
1,468
– – 0.29% 40
2021
Q3 		$547K Hold
1,468
– – 0.25% 51
2021
Q2 		$560K Hold
1,468
– – 0.25% 46
2021
Q1 		$527K Hold
1,468
– – 0.25% 46
2020
Q4 		$471K Hold
1,468
– – 0.24% 51
2020
Q3 		$394K Hold
1,468
– – 0.25% 53
2020
Q2 		$386K Hold
1,468
– – 0.26% 50
2020
Q1 		$333K Hold
1,468
– – 0.28% 51
2019
Q4 		$443K Sell
1,468
-180
-11% -$54.3K 0.28% 48
2019
Q3 		$396K Hold
1,648
– – 0.28% 48
2019
Q2 		$465K Hold
1,648
– – 0.32% 42
2019
Q1 		$473K Sell
1,648
-150
-8% -$43.1K 0.31% 42
2018
Q4 		$472K Sell
1,798
-185
-9% -$48.6K 0.28% 43
2018
Q3 		$543K Hold
1,983
– – 0.28% 39
2018
Q2 		$472K Hold
1,983
– – 0.25% 43
2018
Q1 		$436K Hold
1,983
– – 0.24% 47
2017
Q4 		$446K Hold
1,983
– – 0.25% 49
2017
Q3 		$377K Hold
1,983
– – 0.21% 61
2017
Q2 		$373K Hold
1,983
– – 0.22% 57
2017
Q1 		$328K Hold
1,983
– – 0.21% 62
2016
Q4 		$285K Sell
1,983
-700
-26% -$101K 0.17% 69
2016
Q3 		$336K Hold
2,683
– – 0.26% 52
2016
Q2 		$352K Sell
2,683
-536
-17% -$70.3K 0.29% 48
2016
Q1 		$447K Hold
3,219
– – 0.35% 34
2015
Q4 		$449K Sell
3,219
-489
-13% -$68.2K 0.38% 35
2015
Q3 		$519K Hold
3,708
– – 0.46% 30
2015
Q2 		$609K Sell
3,708
-313
-8% -$51.4K 0.53% 22
2015
Q1 		$621K Hold
4,021
– – 0.48% 17
2014
Q4 		$505K Sell
4,021
-830
-17% -$104K 0.4% 28
2014
Q3 		$580K Hold
4,851
– – 0.48% 20
2014
Q2 		$522K Hold
4,851
– – 0.43% 22
2014
Q1 		$483K Hold
4,851
– – 0.42% 23
2013
Q4 		$448K Hold
4,851
– – 0.37% 25
2013
Q3 		$406K Hold
4,851
– – 0.37% 25
2013
Q2 		$397K Buy
+4,851
New +$397K 0.38% 27