Washington Trust Advisors’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 | $121K | Sell |
312
-15
| -5% | -$5.83K | 0.01% | 242 |
|
|
2025
Q1 | $142K | Buy |
327
+5
| +2% | +$2.18K | 0.01% | 223 |
|
|
2024
Q4 | $119K | Sell |
322
-11
| -3% | -$4.06K | 0.01% | 240 |
|
|
2024
Q3 | $173K | Buy |
333
+20
| +6% | +$10.4K | 0.01% | 212 |
|
|
2024
Q2 | $170K | Hold |
313
| – | – | 0.02% | 210 |
|
|
2024
Q1 | $162K | Buy |
313
+6
| +2% | +$3.11K | 0.01% | 211 |
|
|
2023
Q4 | $145K | Buy |
307
+8
| +3% | +$3.77K | 0.01% | 211 |
|
|
2023
Q3 | $130K | Hold |
299
| – | – | 0.01% | 216 |
|
|
2023
Q2 | $133K | Buy |
299
+18
| +6% | +$8K | 0.01% | 210 |
|
|
2023
Q1 | $129K | Hold |
281
| – | – | 0.01% | 215 |
|
|
2022
Q4 | $144K | Sell |
281
-195
| -41% | -$100K | 0.02% | 202 |
|
|
2022
Q3 | $216K | Sell |
476
-4
| -0.8% | -$1.82K | 0.02% | 194 |
|
|
2022
Q2 | $232K | Sell |
480
-17
| -3% | -$8.22K | 0.02% | 190 |
|
|
2022
Q1 | $244K | Sell |
497
-355
| -42% | -$174K | 0.02% | 213 |
|
|
2021
Q4 | $395K | Buy |
+852
| New | +$395K | 0.03% | 181 |
|