West Oak Capital’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
Q3 | $808 | Hold |
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|
2025
Q2 | $972 | Hold |
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|
2025
Q1 | $1.09K | Hold |
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|
2024
Q4 | $922K | Hold |
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|
2024
Q3 | $1.3K | Hold |
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|
2024
Q2 | $135K | Hold |
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|
2024
Q1 | $130K | Hold |
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|
2023
Q4 | $119K | Hold |
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|
2023
Q3 | $109K | Hold |
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|
2023
Q2 | $111K | Hold |
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|
2023
Q1 | $115K | Hold |
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|
2022
Q4 | $128K | Hold |
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|
2022
Q3 | $114K | Hold |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $123K | Hold |
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|
2021
Q4 | $116K | Hold |
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|
2021
Q3 | $93K | Hold |
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|
2021
Q2 | $95K | Hold |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $80K | Hold |
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|
2020
Q3 | $67K | Hold |
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|
2020
Q2 | $66K | Hold |
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|
2020
Q1 | $57K | Hold |
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|
2019
Q4 | $76K | Hold |
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|
2019
Q3 | $60K | Hold |
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|
2019
Q2 | $71K | Hold |
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|
2019
Q1 | $72K | Hold |
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|
2018
Q4 | $65.7K | Hold |
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|
2018
Q3 | $68.5K | Hold |
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|
2018
Q2 | $59.5K | Hold |
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|
2018
Q1 | $54.9K | Hold |
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|
2017
Q4 | $56.3K | Hold |
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|
2017
Q3 | $47.5K | Hold |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $41.3K | Hold |
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|
2016
Q4 | $35.9K | Hold |
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|
2016
Q3 | $31.3K | Sell |
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|
2016
Q2 | $171K | Hold |
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|
2016
Q1 | $181K | Hold |
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|
2015
Q4 | $181K | Hold |
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|
2015
Q3 | $182K | Hold |
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|
2015
Q2 | $213K | Hold |
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|
2015
Q1 | $201K | Hold |
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|
2014
Q4 | $163K | Hold |
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|
2014
Q3 | $156K | Hold |
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|
2014
Q2 | $140K | Hold |
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|
2014
Q1 | $129K | Hold |
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|
2013
Q4 | $120K | Hold |
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|
2013
Q3 | $109K | Hold |
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|
2013
Q2 | $106K | Buy |
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