YIA
YHB Investment Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
5,470
-75
| -1% | -$29.2K | 0.16% | 118 |
|
|
2025
Q1 | $2.41M | Buy |
5,545
+98
| +2% | +$42.6K | 0.2% | 107 |
|
|
2024
Q4 | $2.01M | Sell |
5,447
-223
| -4% | -$82.3K | 0.17% | 120 |
|
|
2024
Q3 | $2.95M | Sell |
5,670
-415
| -7% | -$216K | 0.24% | 95 |
|
|
2024
Q2 | $3.3M | Buy |
6,085
+8
| +0.1% | +$4.34K | 0.28% | 86 |
|
|
2024
Q1 | $3.15M | Sell |
6,077
-507
| -8% | -$263K | 0.28% | 88 |
|
|
2023
Q4 | $3.1M | Sell |
6,584
-1,044
| -14% | -$492K | 0.3% | 84 |
|
|
2023
Q3 | $3.32M | Buy |
7,628
+823
| +12% | +$358K | 0.31% | 88 |
|
|
2023
Q2 | $3.02M | Hold |
6,805
| – | – | 0.28% | 93 |
|
|
2023
Q1 | $3.13M | Hold |
6,805
| – | – | 0.31% | 86 |
|
|
2022
Q4 | $3.49M | Sell |
6,805
-1,042
| -13% | -$535K | 0.37% | 77 |
|
|
2022
Q3 | $3.56M | Sell |
7,847
-5
| -0.1% | -$2.27K | 0.4% | 69 |
|
|
2022
Q2 | $3.79M | Sell |
7,852
-1,535
| -16% | -$741K | 0.4% | 73 |
|
|
2022
Q1 | $4.61M | Sell |
9,387
-300
| -3% | -$147K | 0.41% | 69 |
|
|
2021
Q4 | $4.49M | Hold |
9,687
| – | – | 0.36% | 74 |
|
|
2021
Q3 | $3.61M | Sell |
9,687
-50
| -0.5% | -$18.6K | 0.31% | 90 |
|
|
2021
Q2 | $3.72M | Buy |
9,737
+1,234
| +15% | +$471K | 0.32% | 88 |
|
|
2021
Q1 | $3.19M | Sell |
8,503
-495
| -6% | -$186K | 0.28% | 94 |
|
|
2020
Q4 | $2.89M | Hold |
8,998
| – | – | 0.28% | 90 |
|
|
2020
Q3 | $2.42M | Buy |
8,998
+3,636
| +68% | +$977K | 0.26% | 91 |
|
|
2020
Q2 | $1.41M | Buy |
5,362
+1,982
| +59% | +$521K | 0.2% | 91 |
|
|
2020
Q1 | $767K | Buy |
3,380
+2,355
| +230% | +$534K | 0.13% | 112 |
|
|
2019
Q4 | $310K | Buy |
1,025
+10
| +1% | +$3.02K | 0.04% | 154 |
|
|
2019
Q3 | $244K | Sell |
1,015
-178
| -15% | -$42.8K | 0.04% | 173 |
|
|
2019
Q2 | $337K | Hold |
1,193
| – | – | 0.05% | 154 |
|
|
2019
Q1 | $342K | Buy |
1,193
+100
| +9% | +$28.7K | 0.05% | 153 |
|
|
2018
Q4 | $287K | Sell |
1,093
-40
| -4% | -$10.5K | 0.05% | 154 |
|
|
2018
Q3 | $310K | Sell |
1,133
-81
| -7% | -$22.2K | 0.05% | 158 |
|
|
2018
Q2 | $289K | Hold |
1,214
| – | – | 0.05% | 162 |
|
|
2018
Q1 | $267K | Hold |
1,214
| – | – | 0.05% | 159 |
|
|
2017
Q4 | $273K | Buy |
1,214
+81
| +7% | +$18.2K | 0.05% | 165 |
|
|
2017
Q3 | $215K | Sell |
1,133
-175
| -13% | -$33.2K | 0.04% | 170 |
|
|
2017
Q2 | $246K | Buy |
+1,308
| New | +$246K | 0.04% | 164 |
|