Trueblood 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $919K | Sell |
2,363
-1
| -0% | -$389 | 0.38% | 85 |
|
2025
Q1 | $1.03M | Hold |
2,364
| – | – | 0.48% | 71 |
|
2024
Q4 | $872K | Sell |
2,364
-213
| -8% | -$78.6K | 0.43% | 74 |
|
2024
Q3 | $1.34M | Buy |
2,577
+106
| +4% | +$55.1K | 0.67% | 39 |
|
2024
Q2 | $1.34M | Buy |
2,471
+35
| +1% | +$19K | 0.76% | 30 |
|
2024
Q1 | $1.26M | Buy |
2,436
+34
| +1% | +$17.6K | 0.72% | 37 |
|
2023
Q4 | $1.13M | Buy |
+2,402
| New | +$1.13M | 0.71% | 38 |
|