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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $896K | Sell |
3,059
-40
| -1% | -$13.1K | 0.08% | 113 |
|
|
2025
Q4 | $1.09M | Buy |
3,099
+9
| +0.3% | +$3.04K | 0.1% | 91 |
|
|
2025
Q3 | $998K | Sell |
3,090
-53
| -2% | -$16.5K | 0.09% | 100 |
|
|
2025
Q2 | $1.22M | Sell |
3,143
-14
| -0.4% | -$5.63K | 0.12% | 81 |
|
|
2025
Q1 | $1.37M | Buy |
3,157
+64
| +2% | +$25.7K | 0.15% | 74 |
|
|
2024
Q4 | $1.14M | Sell |
3,093
-31
| -1% | -$13K | 0.13% | 76 |
|
|
2024
Q3 | $1.62M | Buy |
3,124
+7
| +0.2% | +$3.74K | 0.18% | 60 |
|
|
2024
Q2 | $1.69M | Buy |
3,117
+7
| +0.2% | +$3.7K | 0.21% | 60 |
|
|
2024
Q1 | $1.61M | Buy |
3,110
+10
| +0.3% | +$4.97K | 0.21% | 56 |
|
|
2023
Q4 | $1.46M | Buy |
3,100
+6
| +0.2% | +$2.77K | 0.21% | 57 |
|
|
2023
Q3 | $1.35M | Buy |
3,094
+34
| +1% | +$15.4K | 0.23% | 59 |
|
|
2023
Q2 | $1.36M | Sell |
3,060
-44
| -1% | -$20.3K | 0.22% | 57 |
|
|
2023
Q1 | $1.43M | Buy |
3,104
+23
| +0.7% | +$10.9K | 0.25% | 50 |
|
|
2022
Q4 | $1.58M | Buy |
3,081
+5
| +0.2% | +$2.54K | 0.3% | 42 |
|
|
2022
Q3 | $1.4M | Buy |
3,076
+4
| +0.1% | +$1.91K | 0.29% | 41 |
|
|
2022
Q2 | $1.48M | Sell |
3,072
-5
| -0.2% | -$2.47K | 0.29% | 41 |
|
|
2022
Q1 | $1.51M | Sell |
3,077
-6
| -0.2% | -$2.74K | 0.26% | 40 |
|
|
2021
Q4 | $1.43M | Buy |
3,083
+74
| +2% | +$31.1K | 0.25% | 43 |
|
|
2021
Q3 | $1.12M | Sell |
3,009
-6
| -0.2% | -$2.28K | 0.22% | 49 |
|
|
2021
Q2 | $1.15M | Sell |
3,015
-3
| -0.1% | -$1.15K | 0.23% | 48 |
|
|
2021
Q1 | $1.08M | Buy |
3,018
+56
| +2% | +$18K | 0.23% | 44 |
|
|
2020
Q4 | $951K | Buy |
2,962
+1
| +0% | +$307 | 0.22% | 46 |
|
|
2020
Q3 | $795K | Sell |
2,961
-1
| -0% | -$269 | 0.22% | 45 |
|
|
2020
Q2 | $779K | Buy |
2,962
+123
| +4% | +$32.8K | 0.22% | 46 |
|
|
2020
Q1 | $645K | Buy |
2,839
+6
| +0.2% | +$1.64K | 0.22% | 47 |
|
|
2019
Q4 | $856K | Sell |
2,833
-4
| -0.1% | -$1.1K | 0.24% | 42 |
|
|
2019
Q3 | $681K | Sell |
2,837
-12
| -0.4% | -$3.29K | 0.21% | 47 |
|
|
2019
Q2 | $804K | Sell |
2,849
-1,259
| -31% | -$344K | 0.24% | 43 |
|
|
2019
Q1 | $1.18M | Hold |
4,108
| – | – | 0.37% | 31 |
|
|
2018
Q4 | $1.08M | Sell |
4,108
-7
| -0.2% | -$1.93K | 0.39% | 30 |
|
|
2018
Q3 | $1.13M | Sell |
4,115
-1
| -0% | -$260 | 0.35% | 32 |
|
|
2018
Q2 | $980K | Hold |
4,116
| – | – | 0.32% | 34 |
|
|
2018
Q1 | $904K | Hold |
4,116
| – | – | 0.3% | 35 |
|
|
2017
Q4 | $926K | Sell |
4,116
-20
| -0.5% | -$4.26K | 0.3% | 34 |
|
|
2017
Q3 | $785K | Sell |
4,136
-2
| -0% | -$381 | 0.27% | 44 |
|
|
2017
Q2 | $778K | Sell |
4,138
-2
| -0% | -$359 | 0.29% | 39 |
|
|
2017
Q1 | $685K | Hold |
4,140
| – | – | 0.27% | 45 |
|
|
2016
Q4 | $595K | Sell |
4,140
-4
| -0.1% | -$536 | 0.26% | 51 |
|
|
2016
Q3 | $519K | Hold |
4,144
| – | – | 0.24% | 60 |
|
|
2016
Q2 | $544K | Buy |
4,144
+4
| +0.1% | +$547 | 0.26% | 53 |
|
|
2016
Q1 | $575K | Sell |
4,140
-4
| -0.1% | -$535 | 0.29% | 49 |
|
|
2015
Q4 | $578K | Hold |
4,144
| – | – | 0.29% | 48 |
|
|
2015
Q3 | $580K | Sell |
4,144
-5
| -0.1% | -$751 | 0.31% | 47 |
|
|
2015
Q2 | $681K | Hold |
4,149
| – | – | 0.37% | 41 |
|
|
2015
Q1 | $641K | Hold |
4,149
| – | – | 0.37% | 36 |
|
|
2014
Q4 | $521K | Buy |
+4,149
| New | +$513K | 0.31% | 46 |
|
Other funds holding ELV
VCM
VPM
