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 | New | 92189H748 Common stock | $1.45M | +27K | 27,422 0.07% of portfolio | low |
| Q4 2025 as of | Trim | MercadoLibre, Inc. Common stock | $-1.43M | -710 -72.67% | 267 0.03% of portfolio | low |
| Q4 2024 as of | Trim | 46434V613 Common stock | $-1.42M | -32K -20.89% | 119,275 0.26% of portfolio | low |
| Q2 2024 as of | Add | 780259305 Common stock | $1.42M | +20K +154.18% | 32,512 0.11% of portfolio | low |
| Q4 2024 as of | Add | 46432F842 Common stock | $1.41M | +20K +50.82% | 59,708 0.20% of portfolio | low |
| Q4 2025 as of | Add | 464287341 Common stock | $1.41M | +34K +669.54% | 38,731 0.08% of portfolio | low |
| Q4 2024 as of | Trim | Hershey Co Common stock | $-1.41M | -8K -58.45% | 5,920 0.05% of portfolio | low |
| Q1 2025 as of | Trim | 464287598 Common stock | $-1.41M | -7K -82.78% | 1,558 0.01% of portfolio | low |
| Q4 2025 as of | New | 381430362 Common stock | $1.41M | +29K | 28,519 0.07% of portfolio | low |
| Q3 2024 as of | Trim | Alphabet Inc. Common stock | $-1.40M | -8K -10.24% | 73,464 0.59% of portfolio | low |
| Q3 2024 as of | Trim | Chevron Corp Common stock | $-1.39M | -9K -46.13% | 11,021 0.08% of portfolio | low |
| Q2 2025 as of | Exit | ICON plc Common stock | $-1.39M | -8K -100.00% | 0 | low |
| Q1 2025 as of | Trim | Raymond James Financial Inc Common stock | $-1.39M | -10K -53.40% | 8,709 0.06% of portfolio | low |
| Q4 2024 as of | Trim | Citigroup Inc Common stock | $-1.37M | -20K -23.10% | 64,980 0.22% of portfolio | low |
| Q4 2025 as of | New | 33739P830 Common stock | $1.37M | +68K | 68,375 0.07% of portfolio | low |
| Q3 2024 as of | Trim | Accenture plc Common stock | $-1.37M | -4K -19.11% | 16,402 0.28% of portfolio | low |
| Q2 2024 as of | Exit | Air Products & Chemicals, Inc. Common stock | $-1.37M | -6K -100.00% | 0 | low |
| Q4 2025 as of | Add | Honeywell International Inc Common stock | $1.37M | +7K +124.33% | 12,661 0.12% of portfolio | low |
| Q3 2024 as of | Exit | F5 Inc Common stock | $-1.37M | -8K -100.00% | 0 | low |
| Q2 2024 as of | Exit | First Solar Inc Common stock | $-1.37M | -8K -100.00% | 0 | low |
| Q4 2025 as of | Add | Truist Financial Corp Common stock | $1.36M | +28K +884.89% | 30,837 0.07% of portfolio | low |
| Q3 2024 as of | Trim | 780259305 Common stock | $-1.36M | -21K -63.55% | 11,851 0.04% of portfolio | low |
| Q2 2024 as of | Trim | 13646K108 Common stock | $-1.36M | -17K -34.00% | 33,573 0.13% of portfolio | low |
| Q3 2024 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-1.36M | -3K -33.60% | 5,431 0.13% of portfolio | low |
| Q4 2024 as of | Trim | 81369Y605 Common stock | $-1.36M | -28K -19.41% | 116,786 0.27% of portfolio | low |
| Q1 2025 as of | Add | Linde PLC Common stock | $1.36M | +3K +58.53% | 7,901 0.18% of portfolio | low |
| Q4 2025 as of | Add | Advanced Micro Devices Inc Common stock | $1.36M | +6K +316.16% | 8,344 0.09% of portfolio | low |
| Q4 2025 as of | Add | Prologis Inc Common stock | $1.36M | +11K +768.52% | 12,003 0.07% of portfolio | low |
| Q4 2025 as of | Add | ARM Arm Holdings PLC /Uk ADR | $1.35M | +12K +22067.86% | 12,414 0.07% of portfolio | low |
| Q4 2025 as of | Add | CVS HEALTH Corp Common stock | $1.35M | +17K +2184.32% | 17,772 0.07% of portfolio | low |
| Q3 2024 as of | Add | Dollar General Corp Common stock | $1.34M | +16K +40.90% | 54,449 0.22% of portfolio | low |
| Q3 2024 as of | Trim | 81369Y704 Common stock | $-1.34M | -10K -28.49% | 24,771 0.16% of portfolio | low |
| Q2 2025 as of | Trim | Netflix Inc Common stock | $-1.33M | -1K -23.44% | 3,315 0.21% of portfolio | low |
| Q4 2025 as of | New | 46138E537 Common stock | $1.33M | +57K | 57,340 0.06% of portfolio | low |
| Q1 2025 as of | New | 464287101 Common stock | $1.33M | +5K | 4,902 0.06% of portfolio | low |
| Q4 2025 as of | New | 922908553 Common stock | $1.33M | +15K | 14,999 0.06% of portfolio | low |
| Q4 2025 as of | New | 78464A888 Common stock | $1.32M | +13K | 12,866 0.06% of portfolio | low |
| Q4 2025 as of | Trim | TJX Cos Inc/The Common stock | $-1.32M | -9K -45.77% | 10,215 0.08% of portfolio | low |
| Q1 2025 as of | Exit | 464288240 Common stock | $-1.32M | -25K -100.00% | 0 | low |
| Q4 2024 as of | New | 464288240 Common stock | $1.32M | +25K | 25,338 0.06% of portfolio | low |
| Q4 2025 as of | Add | Medtronic plc Common stock | $1.32M | +14K +86.06% | 29,475 0.14% of portfolio | low |
| Q2 2025 as of | Trim | Oracle Corp Common stock | $-1.32M | -6K -35.39% | 11,010 0.12% of portfolio | low |
| Q1 2025 as of | Trim | Citigroup Inc Common stock | $-1.32M | -19K -28.55% | 46,427 0.16% of portfolio | low |
| Q3 2024 as of | Trim | Starbucks Corp Common stock | $-1.31M | -13K -58.02% | 9,723 0.05% of portfolio | low |
| Q4 2025 as of | New | 33739P301 Common stock | $1.31M | +27K | 27,284 0.06% of portfolio | low |
| Q2 2025 as of | Trim | 922908363 Common stock | $-1.30M | -2K -62.60% | 1,368 0.04% of portfolio | low |
| Q4 2024 as of | Trim | Merck & Co., Inc. Common stock | $-1.30M | -13K -21.34% | 48,070 0.23% of portfolio | low |
| Q4 2025 as of | New | Trane Technologies plc Common stock | $1.30M | +3K | 3,329 0.06% of portfolio | low |
| Q4 2025 as of | Add | Ford Motor Co Common stock | $1.29M | +99K +1055.99% | 107,912 0.07% of portfolio | low |
| Q2 2025 as of | Trim | N3167Y103 Common stock | $-1.29M | -3K -50.17% | 2,611 0.06% of portfolio | low |