Robertson Stephens Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
2,876
+126
| +5% | +$49K | 0.04% | 255 |
|
|
2025
Q1 | $1.2M | Hold |
2,750
| – | – | 0.04% | 243 |
|
|
2024
Q4 | $1.01M | Buy |
2,750
+12
| +0.4% | +$4.43K | 0.04% | 256 |
|
|
2024
Q3 | $1.42M | Sell |
2,738
-70
| -2% | -$36.4K | 0.05% | 239 |
|
|
2024
Q2 | $1.52M | Buy |
2,808
+51
| +2% | +$27.6K | 0.08% | 170 |
|
|
2024
Q1 | $1.43M | Sell |
2,757
-39
| -1% | -$20.2K | 0.08% | 186 |
|
|
2023
Q4 | $1.32M | Sell |
2,796
-733
| -21% | -$346K | 0.08% | 193 |
|
|
2023
Q3 | $1.54M | Buy |
3,529
+28
| +0.8% | +$12.2K | 0.1% | 162 |
|
|
2023
Q2 | $1.56M | Buy |
+3,501
| New | +$1.56M | 0.11% | 155 |
|