Institutions / Elevation Point Wealth Partners, LLC / Activity
Activity — Elevation Point Wealth Partners, LLC
5,491 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | Palo Alto Networks Inc Common stock | $4.41M | +24K +856.35% | 26,730 0.24% of portfolio | low |
| Q4 2025 as of | New | 78464A763 Common stock | $4.40M | +32K | 31,613 0.21% of portfolio | low |
| Q3 2024 as of | Trim | Unitedhealth Group Inc Common stock | $-4.40M | -8K -37.04% | 12,784 0.36% of portfolio | low |
| Q2 2025 as of | Trim | 464287200 Common stock | $-4.39M | -7K -12.72% | 48,511 1.45% of portfolio | low |
| Q4 2024 as of | Add | 464287200 Common stock | $4.38M | +7K +12.04% | 69,230 1.96% of portfolio | low |
| Q2 2025 as of | Trim | Lam Research Corp Common stock | $-4.37M | -45K -96.31% | 1,722 <0.01% of portfolio | low |
| Q3 2024 as of | Trim | JPMorgan Chase & Co Common stock | $-4.36M | -21K -57.73% | 15,141 0.15% of portfolio | low |
| Q2 2024 as of | Add | Aes Corp Common stock | $4.33M | +247K +1693.49% | 261,060 0.22% of portfolio | low |
| Q4 2024 as of | Trim | Honeywell International Inc Common stock | $-4.32M | -19K -72.89% | 7,114 0.08% of portfolio | low |
| Q4 2025 as of | Add | 921908844 Common stock | $4.29M | +20K +933.96% | 21,620 0.23% of portfolio | low |
| Q4 2024 as of | Exit | Halliburton Co Common stock | $-4.28M | -147K -100.00% | 0 | low |
| Q2 2024 as of | Trim | Alphabet Inc. Common stock | $-4.27M | -23K -22.16% | 81,842 0.72% of portfolio | low |
| Q4 2025 as of | Add | General Electric Co Common stock | $4.27M | +14K +523.72% | 16,485 0.24% of portfolio | low |
| Q3 2024 as of | Trim | Microsoft Corp Common stock | $-4.23M | -10K -21.26% | 36,370 0.75% of portfolio | low |
| Q4 2025 as of | Trim | Citigroup Inc Common stock | $-4.20M | -36K -82.54% | 7,618 0.04% of portfolio | low |
| Q4 2025 as of | Add | Bank of America Corp /De Common stock | $4.19M | +76K +1326.76% | 82,010 0.22% of portfolio | low |
| Q4 2025 as of | Trim | Sea Ltd Common stock | $-4.19M | -33K -94.43% | 1,938 0.01% of portfolio | low |
| Q4 2025 as of | Add | 46434G822 Common stock | $4.18M | +52K +92360.71% | 51,778 0.20% of portfolio | low |
| Q4 2025 as of | Add | Costco Wholesale Corp /New Common stock | $4.16M | +5K +400.08% | 6,036 0.25% of portfolio | low |
| Q4 2025 as of | Add | Royal Caribbean Cruises Ltd Common stock | $4.15M | +15K +3353.39% | 15,264 0.21% of portfolio | low |
| Q4 2024 as of | Add | Unitedhealth Group Inc Common stock | $4.08M | +8K +63.09% | 20,850 0.51% of portfolio | low |
| Q4 2025 as of | Exit | Nvr Inc Common stock | $-3.97M | -537 -100.00% | 0 | low |
| Q4 2024 as of | Trim | CVS HEALTH Corp Common stock | $-3.94M | -88K -93.68% | 5,915 0.01% of portfolio | low |
| Q4 2025 as of | Add | Oracle Corp Common stock | $3.93M | +20K +183.23% | 31,184 0.29% of portfolio | low |
| Q4 2025 as of | New | 278274105 Common stock | $3.90M | +190K | 189,600 0.19% of portfolio | low |
| Q3 2024 as of | Exit | G3421J106 Common stock | $-3.87M | -20K -100.00% | 0 | low |
| Q4 2025 as of | Add | Williams Cos Inc/The Common stock | $3.85M | +64K +316.81% | 84,233 0.24% of portfolio | low |
| Q4 2025 as of | Add | BlackRock, Inc. Common stock | $3.81M | +4K +2404.05% | 3,706 0.19% of portfolio | low |
| Q4 2025 as of | Add | 92189H300 Common stock | $3.80M | +147K +83149.15% | 147,351 0.18% of portfolio | low |
| Q4 2025 as of | New | 25861R105 Common stock | $3.80M | +82K | 81,952 0.18% of portfolio | low |
| Q4 2025 as of | Trim | Everest Group, Ltd. Common stock | $-3.78M | -11K -92.50% | 904 0.01% of portfolio | low |
| Q4 2025 as of | Trim | 464288885 Common stock | $-3.78M | -33K -87.80% | 4,614 0.03% of portfolio | low |
| Q4 2025 as of | Trim | Marsh & McLennan Companies, Inc. Common stock | $-3.78M | -20K -82.13% | 4,432 0.04% of portfolio | low |
| Q4 2025 as of | New | 33739E108 Common stock | $3.78M | +207K | 207,325 0.18% of portfolio | low |
| Q4 2025 as of | Add | Walmart Inc. Common stock | $3.76M | +34K +318.81% | 44,193 0.24% of portfolio | low |
| Q4 2025 as of | Add | 464287234 Common stock | $3.71M | +68K +351.70% | 86,979 0.23% of portfolio | low |
| Q4 2025 as of | New | 78468R101 Common stock | $3.70M | +126K | 126,229 0.18% of portfolio | low |
| Q4 2024 as of | Trim | Trico Bancshares Common stock | $-3.67M | -84K -72.14% | 32,440 0.07% of portfolio | low |
| Q4 2025 as of | Add | General Motors Co Common stock | $3.66M | +45K +15299.66% | 45,275 0.18% of portfolio | low |
| Q4 2025 as of | Exit | 92556H206 Common stock | $-3.65M | -283K -100.00% | 0 | low |
| Q4 2025 as of | Add | Thermo Fisher Scientific Inc. Common stock | $3.60M | +6K +434.73% | 7,636 0.21% of portfolio | low |
| Q4 2024 as of | New | Delta Air Lines, Inc. Common stock | $3.59M | +59K | 59,392 0.17% of portfolio | low |
| Q4 2025 as of | Trim | 803054204 Common stock | $-3.59M | -15K -80.38% | 3,603 0.04% of portfolio | low |
| Q1 2025 as of | Exit | 512807108 Common stock | $-3.58M | -50K -100.00% | 0 | low |
| Q4 2024 as of | New | 512807108 Common stock | $3.58M | +50K | 49,562 0.17% of portfolio | low |
| Q4 2025 as of | Trim | Applied Materials Inc /De Common stock | $-3.55M | -14K -67.58% | 6,634 0.08% of portfolio | low |
| Q4 2025 as of | Trim | 46434V621 Common stock | $-3.50M | -50K -92.45% | 4,118 0.01% of portfolio | low |
| Q4 2025 as of | Add | 464285204 Common stock | $3.48M | +43K +372.49% | 54,421 0.21% of portfolio | low |
| Q4 2024 as of | Add | Nextera Energy Inc Common stock | $3.41M | +48K +199.96% | 71,348 0.25% of portfolio | low |
| Q1 2025 as of | New | Lam Research Corp Common stock | $3.39M | +47K | 46,621 0.16% of portfolio | low |