Catalyst Financial Partners’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
$478K Buy
1,228
+199
+19% +$77.4K 0.05% 171
2025
Q1
$448K Buy
1,029
+215
+26% +$93.5K 0.08% 167
2024
Q4
$300K Sell
814
-104
-11% -$38.4K 0.06% 210
2024
Q3
$477K Buy
918
+26
+3% +$13.5K 0.09% 143
2024
Q2
$483K Buy
892
+70
+9% +$37.9K 0.11% 131
2024
Q1
$418K Buy
822
+92
+13% +$46.8K 0.11% 130
2023
Q4
$344K Buy
730
+68
+10% +$32.1K 0.1% 146
2023
Q3
$288K Buy
662
+73
+12% +$31.8K 0.09% 159
2023
Q2
$262K Buy
589
+50
+9% +$22.2K 0.09% 162
2023
Q1
$248K Sell
539
-9
-2% -$4.14K 0.11% 146
2022
Q4
$281K Buy
+548
New +$281K 0.14% 116