RPWA
Regent Peak Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $334K | Sell |
769
-20
| -3% | -$8.7K | 0.08% | 111 |
|
|
2024
Q4 | $291K | Sell |
789
-75
| -9% | -$27.7K | 0.07% | 127 |
|
|
2024
Q3 | $449K | Buy |
864
+2
| +0.2% | +$1.04K | 0.1% | 93 |
|
|
2024
Q2 | $467K | Buy |
862
+26
| +3% | +$14.1K | 0.11% | 91 |
|
|
2024
Q1 | $433K | Buy |
836
+14
| +2% | +$7.26K | 0.11% | 93 |
|
|
2023
Q4 | $388K | Buy |
822
+29
| +4% | +$13.7K | 0.11% | 96 |
|
|
2023
Q3 | $345K | Buy |
793
+5
| +0.6% | +$2.18K | 0.11% | 99 |
|
|
2023
Q2 | $350K | Sell |
788
-164
| -17% | -$72.9K | 0.1% | 96 |
|
|
2023
Q1 | $438K | Buy |
952
+15
| +2% | +$6.9K | 0.14% | 82 |
|
|
2022
Q4 | $481K | Buy |
937
+19
| +2% | +$9.75K | 0.16% | 85 |
|
|
2022
Q3 | $416K | Buy |
918
+3
| +0.3% | +$1.36K | 0.15% | 91 |
|
|
2022
Q2 | $441K | Buy |
915
+28
| +3% | +$13.5K | 0.14% | 93 |
|
|
2022
Q1 | $436K | Buy |
887
+11
| +1% | +$5.41K | 0.13% | 98 |
|
|
2021
Q4 | $406K | Sell |
876
-7
| -0.8% | -$3.24K | 0.11% | 104 |
|
|
2021
Q3 | $329K | Buy |
883
+14
| +2% | +$5.22K | 0.09% | 119 |
|
|
2021
Q2 | $334K | Sell |
869
-40
| -4% | -$15.4K | 0.09% | 118 |
|
|
2021
Q1 | $326K | Buy |
909
+27
| +3% | +$9.68K | 0.11% | 110 |
|
|
2020
Q4 | $283K | Buy |
+882
| New | +$283K | 0.09% | 113 |
|