TriaGen Wealth Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,465
Closed -$1.28M 173
2024
Q3
$1.28M Buy
+2,465
New +$1.28M 0.43% 62
2023
Q1
Sell
-1,036
Closed -$531K 168
2022
Q4
$531K Buy
1,036
+59
+6% +$30.3K 0.3% 89
2022
Q3
$444K Buy
+977
New +$444K 0.25% 95