J. Safra Sarasin Holding’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
$13.1M Buy
33,564
+13,804
+70% +$5.37M 0.23% 95
2025
Q1
$8.59M Buy
19,760
+3,567
+22% +$1.55M 0.16% 109
2024
Q4
$5.97M Sell
16,193
-1,117
-6% -$412K 0.1% 126
2024
Q3
$9M Buy
17,310
+14,370
+489% +$7.47M 0.16% 114
2024
Q2
$1.59M Buy
+2,940
New +$1.59M 0.03% 257