True Wealth Design’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 | $8.65K | Sell |
22
-1
| -4% | -$393 | ﹤0.01% | 629 |
|
|
2025
Q1 | $10.1K | Buy |
23
+17
| +283% | +$7.47K | ﹤0.01% | 471 |
|
|
2024
Q4 | $2.3K | Sell |
6
-1
| -14% | -$384 | ﹤0.01% | 703 |
|
|
2024
Q3 | $3.64K | Hold |
7
| – | – | ﹤0.01% | 643 |
|
|
2024
Q2 | $3.79K | Hold |
7
| – | – | ﹤0.01% | 300 |
|
|
2024
Q1 | $3.63K | Buy |
7
+3
| +75% | +$1.56K | ﹤0.01% | 298 |
|
|
2023
Q4 | $1.89K | Hold |
4
| – | – | ﹤0.01% | 310 |
|
|
2023
Q3 | $1.74K | Hold |
4
| – | – | ﹤0.01% | 277 |
|
|
2023
Q2 | $1.78K | Hold |
4
| – | – | ﹤0.01% | 281 |
|
|
2023
Q1 | $1.84K | Hold |
4
| – | – | ﹤0.01% | 339 |
|
|
2022
Q4 | $2.05K | Buy |
+4
| New | +$2.05K | ﹤0.01% | 297 |
|