Trajan Wealth LLC ELV Holdings History

Number of Shares
64,781.00
Current Holdings Value*
$28.18 Mil
% of Portfolio
1.54%
Total Estimate Gain
$-13.26 Mil
% of Total Estimate Gain
-42.20%

Trajan Wealth LLC's Elevance Health Inc Holding Summary

As of 2025-03-31, Trajan Wealth LLC held 64,781.00 shares of Elevance Health Inc(ELV), totaling $28.18 Mil. This investment constitutes 1.54% of their stock portfolio, and Trajan Wealth LLC now holds 0.03% of the outstanding Elevance Health Inc(ELV) stock.

The initial trade took place in 2024Q1. And since then Trajan Wealth LLC has made 4 purchases of ELV, at an average price of $485.14, for a total of 64,781.00 shares. Based on historical transaction data and ELV's current price of $280.43, Trajan Wealth LLC's estimated gain on his ELV holdings is $-13.26 Mil, reflecting a -42.20% gain to date.

Trajan Wealth LLC ELV ($280.43) Holding Chart

Trajan Wealth LLC ELV ($280.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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