Premier Path Wealth 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 | $291K | Sell |
748
-128
| -15% | -$49.8K | 0.04% | 330 |
|
|
2025
Q1 | $381K | Buy |
876
+146
| +20% | +$63.5K | 0.06% | 269 |
|
|
2024
Q4 | $269K | Sell |
730
-662
| -48% | -$244K | 0.04% | 320 |
|
|
2024
Q3 | $724K | Sell |
1,392
-18
| -1% | -$9.36K | 0.11% | 187 |
|
|
2024
Q2 | $764K | Sell |
1,410
-1
| -0.1% | -$542 | 0.13% | 172 |
|
|
2024
Q1 | $732K | Sell |
1,411
-25
| -2% | -$13K | 0.14% | 160 |
|
|
2023
Q4 | $677K | Buy |
+1,436
| New | +$677K | 0.15% | 156 |
|