RWP
Ridgecrest Wealth Partners’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
640
| – | – | 0.13% | 93 |
|
|
2025
Q1 | $278K | Hold |
640
| – | – | 0.15% | 90 |
|
|
2024
Q4 | $236K | Hold |
640
| – | – | 0.13% | 91 |
|
|
2024
Q3 | $333K | Hold |
640
| – | – | 0.17% | 81 |
|
|
2024
Q2 | $347K | Hold |
640
| – | – | 0.21% | 72 |
|
|
2024
Q1 | $332K | Sell |
640
-125
| -16% | -$64.8K | 0.2% | 77 |
|
|
2023
Q4 | $361K | Hold |
765
| – | – | 0.24% | 70 |
|
|
2023
Q3 | $333K | Hold |
765
| – | – | 0.23% | 69 |
|
|
2023
Q2 | $340K | Hold |
765
| – | – | 0.22% | 70 |
|
|
2023
Q1 | $352K | Hold |
765
| – | – | 0.25% | 63 |
|
|
2022
Q4 | $392K | Hold |
765
| – | – | 0.3% | 60 |
|
|
2022
Q3 | $347K | Hold |
765
| – | – | 0.28% | 64 |
|
|
2022
Q2 | $369K | Hold |
765
| – | – | 0.27% | 66 |
|
|
2022
Q1 | $376K | Hold |
765
| – | – | 0.24% | 76 |
|
|
2021
Q4 | $355K | Hold |
765
| – | – | 0.17% | 93 |
|
|
2021
Q3 | $285K | Hold |
765
| – | – | 0.16% | 95 |
|
|
2021
Q2 | $292K | Buy |
765
+125
| +20% | +$47.7K | 0.18% | 88 |
|
|
2021
Q1 | $230K | Buy |
+640
| New | +$230K | 0.22% | 78 |
|