Regatta Capital Group’s Elevance Health ELV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Buy	934 +50	+6%	+$16.4K	0.04%	178
2025 Q4	$310K	Sell	884 -14	-2%	-$4.73K	0.05%	163
2025 Q3	$290K	Sell	898 -143	-14%	-$44.5K	0.05%	175
2025 Q2	$405K	Buy	1,041 +30	+3%	+$12.1K	0.07%	153
2025 Q1	$440K	Buy	1,011 +123	+14%	+$49.4K	0.09%	130
2024 Q4	$328K	Buy	888 +145	+20%	+$60.7K	0.06%	148
2024 Q3	$386K	Sell	743 -38	-5%	-$20.3K	0.08%	142
2024 Q2	$423K	Buy	781 +6	+0.8%	+$3.17K	0.09%	130
2024 Q1	$402K	Buy	775 +39	+5%	+$19.4K	0.09%	133
2023 Q4	$347K	Sell	736 -3	-0.4%	-$1.39K	0.09%	131
2023 Q3	$322K	Buy	739 +249	+51%	+$113K	0.1%	130
2023 Q2	$218K	Buy	+490	New	+$226K	0.07%	158