West Oak Capital’s Elevance Health ELV Stock Holding History

West Oak Capital’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$972	Hold	250	–	–	0.04%	146
2025 Q1	$1.09K	Hold	250	–	–	0.04%	141
2024 Q4	$922K	Hold	250	–	–	0.03%	150
2024 Q3	$1.3K	Hold	250	–	–	0.02%	138
2024 Q2	$135K	Hold	250	–	–	0.05%	141
2024 Q1	$130K	Hold	250	–	–	0.06%	142
2023 Q4	$119K	Hold	250	–	–	0.06%	145
2023 Q3	$109K	Hold	250	–	–	0.05%	142
2023 Q2	$111K	Hold	250	–	–	0.05%	141
2023 Q1	$115K	Hold	250	–	–	0.06%	142
2022 Q4	$128K	Hold	250	–	–	0.07%	125
2022 Q3	$114K	Hold	250	–	–	0.06%	134
2022 Q2	$121K	Hold	250	–	–	0.06%	137
2022 Q1	$123K	Hold	250	–	–	0.06%	142
2021 Q4	$116K	Hold	250	–	–	0.04%	153
2021 Q3	$93K	Hold	250	–	–	0.04%	159
2021 Q2	$95K	Hold	250	–	–	0.04%	157
2021 Q1	$90K	Hold	250	–	–	0.04%	157
2020 Q4	$80K	Hold	250	–	–	0.04%	161
2020 Q3	$67K	Hold	250	–	–	0.04%	156
2020 Q2	$66K	Hold	250	–	–	0.04%	159
2020 Q1	$57K	Hold	250	–	–	0.04%	160
2019 Q4	$76K	Hold	250	–	–	0.04%	155
2019 Q3	$60K	Hold	250	–	–	0.04%	170
2019 Q2	$71K	Hold	250	–	–	0.04%	163
2019 Q1	$72K	Hold	250	–	–	0.05%	159
2018 Q4	$65.7K	Hold	250	–	–	0.05%	153
2018 Q3	$68.5K	Hold	250	–	–	0.04%	163
2018 Q2	$59.5K	Hold	250	–	–	0.04%	167
2018 Q1	$54.9K	Hold	250	–	–	0.03%	175
2017 Q4	$56.3K	Hold	250	–	–	0.03%	164
2017 Q3	$47.5K	Hold	250	–	–	0.03%	188
2017 Q2	$47K	Hold	250	–	–	0.03%	190
2017 Q1	$41.3K	Hold	250	–	–	0.03%	196
2016 Q4	$35.9K	Hold	250	–	–	0.02%	202
2016 Q3	$31.3K	Sell	250 -1,050	-81%	-$132K	0.02%	214
2016 Q2	$171K	Hold	1,300	–	–	0.12%	110
2016 Q1	$181K	Hold	1,300	–	–	0.14%	107
2015 Q4	$181K	Hold	1,300	–	–	0.14%	108
2015 Q3	$182K	Hold	1,300	–	–	0.15%	107
2015 Q2	$213K	Hold	1,300	–	–	0.16%	100
2015 Q1	$201K	Hold	1,300	–	–	0.15%	103
2014 Q4	$163K	Hold	1,300	–	–	0.12%	109
2014 Q3	$156K	Hold	1,300	–	–	0.12%	107
2014 Q2	$140K	Hold	1,300	–	–	0.1%	111
2014 Q1	$129K	Hold	1,300	–	–	0.09%	113
2013 Q4	$120K	Hold	1,300	–	–	0.09%	113
2013 Q3	$109K	Hold	1,300	–	–	0.09%	116
2013 Q2	$106K	Buy	+1,300	New	+$106K	0.09%	115