FullCircle Wealth’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 | $609K | Buy |
2,214
+530
| +31% | +$146K | 0.23% | 128 |
|
2025
Q1 | $697K | Buy |
1,684
+1
| +0.1% | +$414 | 0.29% | 114 |
|
2024
Q4 | $659K | Sell |
1,683
-60
| -3% | -$23.5K | 0.27% | 111 |
|
2024
Q3 | $727K | Buy |
1,743
+26
| +2% | +$10.9K | 0.33% | 99 |
|
2024
Q2 | $879K | Buy |
+1,717
| New | +$879K | 0.43% | 79 |
|