Regatta Capital Group’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
$405K Buy
1,041
+30
+3% +$11.7K 0.07% 153
2025
Q1
$440K Buy
1,011
+123
+14% +$53.5K 0.09% 130
2024
Q4
$328K Buy
888
+145
+20% +$53.5K 0.06% 148
2024
Q3
$386K Sell
743
-38
-5% -$19.8K 0.08% 142
2024
Q2
$423K Buy
781
+6
+0.8% +$3.25K 0.09% 130
2024
Q1
$402K Buy
775
+39
+5% +$20.2K 0.09% 133
2023
Q4
$347K Sell
736
-3
-0.4% -$1.42K 0.09% 131
2023
Q3
$322K Buy
739
+249
+51% +$108K 0.1% 130
2023
Q2
$218K Buy
+490
New +$218K 0.07% 158