TrinityPoint Wealth’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.76M Sell
2024
Q3
$3.24M Sell
2024
Q2
$3.38M Sell
2024
Q1
$3.24M Sell
2023
Q4
$2.94M Buy
2023
Q3
$2.71M Buy
2023
Q2
$2.15M Sell
2023
Q1
$2.24M Hold
2022
Q4
$2.5M Hold
2022
Q3
$2.21M Buy
2022
Q2
$2.3M Sell
2022
Q1
$2.35M Hold
2021
Q4
$2.22M Hold
2021
Q3
$1.79M Sell
2021
Q2
$1.86M Sell
2021
Q1
$1.79M Buy
2020
Q4
$1.55M Sell
2020
Q3
$1.34M Sell
2020
Q2
$1.33M Buy
2020
Q1
$1.15M Sell
2019
Q4
$1.57M Sell
2019
Q3
$1.42M Buy
2019
Q2
$1.43M Sell
2019
Q1
$1.42M Sell
2018
Q4
$1.3M Buy