Sanders Morris Harris’s Elevance Health ELV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,900	Closed	-$822K	–	208
2025 Q1	$822K	Hold	1,900	–	–	0.13%	108
2024 Q4	$701K	Hold	1,900	–	–	0.1%	137
2024 Q3	$988K	Hold	1,900	–	–	0.16%	92
2024 Q2	$1.03M	Hold	1,900	–	–	0.17%	82
2024 Q1	$985K	Hold	1,900	–	–	0.18%	91
2023 Q4	$909K	Hold	1,900	–	–	0.45%	58
2023 Q3	$831K	Hold	1,900	–	–	0.17%	86
2023 Q2	$845K	Buy	+1,900	New	+$845K	0.19%	78
2023 Q1	–	Sell	-1,900	Closed	-$975K	–	182
2022 Q4	$975K	Hold	1,900	–	–	0.37%	51
2022 Q3	$893K	Hold	1,900	–	–	0.22%	71
2022 Q2	$923K	Hold	1,900	–	–	0.2%	78
2022 Q1	$933K	Hold	1,900	–	–	0.18%	91
2021 Q4	$878K	Hold	1,900	–	–	0.15%	98
2021 Q3	$723K	Hold	1,900	–	–	0.13%	120
2021 Q2	$732K	Hold	1,900	–	–	0.14%	125
2021 Q1	$669K	Hold	1,900	–	–	0.14%	118
2020 Q4	$628K	Hold	1,900	–	–	0.14%	126
2020 Q3	$563K	Buy	1,900 +1,119	+143%	+$332K	0.15%	123
2020 Q2	$210K	Buy	+781	New	+$210K	0.1%	107
2020 Q1	–	Sell	-2,000	Closed	-$602K	–	198
2019 Q4	$602K	Hold	2,000	–	–	0.14%	150
2019 Q3	$481K	Hold	2,000	–	–	0.12%	147
2019 Q2	$563K	Buy	+2,000	New	+$563K	0.15%	134
2018 Q3	–	Sell	-2,760	Closed	-$657K	–	137
2018 Q2	$657K	Sell	2,760 -240	-8%	-$57.1K	0.3%	51
2018 Q1	$658K	Buy	+3,000	New	+$658K	0.28%	63