Abound 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
2025
Q2
$30K Sell
77
-7
-8% -$2.72K 0.01% 274
2025
Q1
$36.5K Sell
84
-6
-7% -$2.61K 0.01% 230
2024
Q4
$33.1K Sell
90
-3
-3% -$1.1K 0.01% 220
2024
Q3
$48.2K Buy
93
+7
+8% +$3.63K 0.02% 181
2024
Q2
$46.5K Sell
86
-2
-2% -$1.08K 0.02% 159
2024
Q1
$45.5K Buy
88
+3
+4% +$1.55K 0.02% 155
2023
Q4
$40.3K Sell
85
-23
-21% -$10.9K 0.02% 171
2023
Q3
$47K Buy
108
+5
+5% +$2.18K 0.02% 140
2023
Q2
$45.8K Buy
103
+12
+13% +$5.33K 0.02% 142
2023
Q1
$41.8K Buy
91
+22
+32% +$10.1K 0.02% 141
2022
Q4
$35.4K Sell
69
-11
-14% -$5.64K 0.02% 144
2022
Q3
$36.4K Buy
+80
New +$36.4K 0.02% 141