1858 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
2024 Q4	–	Sell	-464	Closed	-$241K	–	127
2024 Q3	$241K	Sell	464 -14	-3%	-$7.28K	0.2%	100
2024 Q2	$259K	Sell	478 -1	-0.2%	-$542	0.22%	89
2024 Q1	$226K	Hold	479	–	–	0.21%	107
2023 Q4	$226K	Buy	+479	New	+$226K	0.21%	107