TFA
Tranquilli Financial Advisor’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
1,768
+223
| +14% | +$86.7K | 0.43% | 57 |
|
|
2025
Q1 | $672K | Buy |
1,545
+158
| +11% | +$68.7K | 0.43% | 54 |
|
|
2024
Q4 | $512K | Buy |
1,387
+171
| +14% | +$63.1K | 0.32% | 66 |
|
|
2024
Q3 | $632K | Sell |
1,216
-5
| -0.4% | -$2.6K | 0.4% | 58 |
|
|
2024
Q2 | $653K | Sell |
1,221
-8
| -0.7% | -$4.28K | 0.44% | 57 |
|
|
2024
Q1 | $637K | Sell |
1,229
-141
| -10% | -$73.1K | 0.43% | 57 |
|
|
2023
Q4 | $646K | Sell |
1,370
-108
| -7% | -$50.9K | 0.46% | 46 |
|
|
2023
Q3 | $644K | Buy |
1,478
+798
| +117% | +$347K | 0.46% | 44 |
|
|
2023
Q2 | $302K | Buy |
680
+125
| +23% | +$55.5K | 0.21% | 76 |
|
|
2023
Q1 | $255K | Buy |
555
+41
| +8% | +$18.9K | 0.19% | 74 |
|
|
2022
Q4 | $264K | Buy |
+514
| New | +$264K | 0.2% | 75 |
|