Truepoint Inc’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 | $317K | Buy |
815
+5
| +0.6% | +$1.95K | 0.01% | 115 |
|
|
2025
Q1 | $352K | Buy |
810
+40
| +5% | +$17.4K | 0.01% | 108 |
|
|
2024
Q4 | $284K | Sell |
770
-217
| -22% | -$80.1K | 0.01% | 111 |
|
|
2024
Q3 | $513K | Buy |
987
+186
| +23% | +$96.7K | 0.01% | 89 |
|
|
2024
Q2 | $434K | Buy |
+801
| New | +$434K | 0.01% | 90 |
|
|
2024
Q1 | – | Sell |
-792
| Closed | -$373K | – | 160 |
|
|
2023
Q4 | $373K | Sell |
792
-63
| -7% | -$29.7K | 0.01% | 149 |
|
|
2023
Q3 | $372K | Buy |
+855
| New | +$372K | 0.01% | 136 |
|