Wealth Architects’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
|
|||||
|
2025
Q1 | $1.37M | Buy |
|
|||||
|
2024
Q4 | $1.14M | Sell |
|
|||||
|
2024
Q3 | $1.62M | Buy |
|
|||||
|
2024
Q2 | $1.69M | Buy |
|
|||||
|
2024
Q1 | $1.61M | Buy |
|
|||||
|
2023
Q4 | $1.46M | Buy |
|
|||||
|
2023
Q3 | $1.35M | Buy |
|
|||||
|
2023
Q2 | $1.36M | Sell |
|
|||||
|
2023
Q1 | $1.43M | Buy |
|
|||||
|
2022
Q4 | $1.58M | Buy |
|
|||||
|
2022
Q3 | $1.4M | Buy |
|
|||||
|
2022
Q2 | $1.48M | Sell |
|
|||||
|
2022
Q1 | $1.51M | Sell |
|
|||||
|
2021
Q4 | $1.43M | Buy |
|
|||||
|
2021
Q3 | $1.12M | Sell |
|
|||||
|
2021
Q2 | $1.15M | Sell |
|
|||||
|
2021
Q1 | $1.08M | Buy |
|
|||||
|
2020
Q4 | $951K | Buy |
|
|||||
|
2020
Q3 | $795K | Sell |
|
|||||
|
2020
Q2 | $779K | Buy |
|
|||||
|
2020
Q1 | $645K | Buy |
|
|||||
|
2019
Q4 | $856K | Sell |
|
|||||
|
2019
Q3 | $681K | Sell |
|
|||||
|
2019
Q2 | $804K | Sell |
|
|||||
|
2019
Q1 | $1.18M | Hold |
|
|||||
|
2018
Q4 | $1.08M | Sell |
|
|||||
|
2018
Q3 | $1.13M | Sell |
|
|||||
|
2018
Q2 | $980K | Hold |
|
|||||
|
2018
Q1 | $904K | Hold |
|
|||||
|
2017
Q4 | $926K | Sell |
|
|||||
|
2017
Q3 | $785K | Sell |
|
|||||
|
2017
Q2 | $778K | Sell |
|
|||||
|
2017
Q1 | $685K | Hold |
|
|||||
|
2016
Q4 | $595K | Sell |
|
|||||
|
2016
Q3 | $519K | Hold |
|
|||||
|
2016
Q2 | $544K | Buy |
|
|||||
|
2016
Q1 | $575K | Sell |
|
|||||
|
2015
Q4 | $578K | Hold |
|
|||||
|
2015
Q3 | $580K | Sell |
|
|||||
|
2015
Q2 | $681K | Hold |
|
|||||
|
2015
Q1 | $641K | Hold |
|
|||||
|
2014
Q4 | $521K | Buy |
|