Trajan 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 | $28.6M | Buy |
73,425
+8,644
| +13% | +$3.36M | 1.4% | 18 |
|
|
2025
Q1 | $28.2M | Buy |
64,781
+12,400
| +24% | +$5.39M | 1.54% | 16 |
|
|
2024
Q4 | $19.3M | Buy |
52,381
+2,839
| +6% | +$1.05M | 1.07% | 25 |
|
|
2024
Q3 | $25.8M | Buy |
49,542
+15,025
| +44% | +$7.81M | 1.52% | 15 |
|
|
2024
Q2 | $18.7M | Buy |
34,517
+2,338
| +7% | +$1.27M | 1.2% | 21 |
|
|
2024
Q1 | $16.7M | Buy |
+32,179
| New | +$16.7M | 1.13% | 25 |
|