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