AO
Advisor OS’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
1,670
+1,075
| +181% | +$418K | 0.06% | 211 |
|
|
2025
Q1 | $259K | Buy |
+595
| New | +$259K | 0.03% | 357 |
|
|
2024
Q3 | – | Sell |
-380
| Closed | -$206K | – | 410 |
|
|
2024
Q2 | $206K | Buy |
+380
| New | +$206K | 0.02% | 374 |
|
|
2024
Q1 | – | Sell |
-551
| Closed | -$260K | – | 391 |
|
|
2023
Q4 | $260K | Buy |
+551
| New | +$260K | 0.03% | 281 |
|