Carrera Capital Advisors’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-525
Closed -$228K 155
2025
Q1
$228K Sell
525
-313
-37% -$136K 0.05% 140
2024
Q4
$309K Sell
838
-3,478
-81% -$1.28M 0.07% 114
2024
Q3
$2.24M Buy
4,316
+528
+14% +$275K 0.55% 36
2024
Q2
$2.05M Buy
+3,788
New +$2.05M 0.67% 25