WPA
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West Paces Advisors’s Elevance Health ELV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-104
Closed -$45.2K 319
2025
Q1
$45.2K Sell
104
-139
-57% -$60.5K 0.01% 240
2024
Q4
$89.6K Hold
243
0.02% 197
2024
Q3
$126K Hold
243
0.03% 176
2024
Q2
$132K Hold
243
0.03% 158
2024
Q1
$126K Sell
243
-6
-2% -$3.11K 0.03% 165
2023
Q4
$117K Sell
249
-8
-3% -$3.77K 0.03% 162
2023
Q3
$112K Sell
257
-34
-12% -$14.8K 0.04% 162
2023
Q2
$129K Sell
291
-45
-13% -$20K 0.04% 156
2023
Q1
$154K Buy
336
+52
+18% +$23.9K 0.05% 139
2022
Q4
$146K Buy
284
+34
+14% +$17.4K 0.05% 137
2022
Q3
$114K Sell
250
-135
-35% -$61.3K 0.04% 153
2022
Q2
$186K Buy
385
+262
+213% +$126K 0.06% 126
2022
Q1
$60.4K Sell
123
-13
-10% -$6.39K 0.02% 211
2021
Q4
$63K Buy
136
+14
+11% +$6.49K 0.02% 214
2021
Q3
$45.5K Hold
122
0.02% 219
2021
Q2
$46.6K Sell
122
-18
-13% -$6.87K 0.02% 211
2021
Q1
$50.3K Hold
140
0.02% 191
2020
Q4
$45K Hold
140
0.02% 189
2020
Q3
$37.6K Hold
140
0.02% 192
2020
Q2
$36.8K Hold
140
0.02% 200
2020
Q1
$31.8K Sell
140
-32
-19% -$7.27K 0.02% 199
2019
Q4
$51.9K Hold
172
0.03% 186
2019
Q3
$41.3K Hold
172
0.02% 196
2019
Q2
$48.5K Hold
172
0.03% 174
2019
Q1
$49.4K Hold
172
0.03% 176
2018
Q4
$45.2K Hold
172
0.03% 182
2018
Q3
$47.1K Hold
172
0.03% 179
2018
Q2
$40.9K Buy
172
+13
+8% +$3.09K 0.03% 189
2018
Q1
$34.9K Hold
159
0.03% 198
2017
Q4
$35.8K Hold
159
0.03% 208
2017
Q3
$30.2K Hold
159
0.02% 227
2017
Q2
$29.9K Hold
159
0.02% 226
2017
Q1
$26.3K Sell
159
-1
-0.6% -$165 0.02% 228
2016
Q4
$23K Buy
+160
New +$23K 0.02% 247