Advisor OS’s Elevance Health ELV Stock Holding History

Advisor OS’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$650K	Buy
2025 Q1	$259K	Buy
2024 Q3	–	Sell
2024 Q2	$206K	Buy
2024 Q1	–	Sell
2023 Q4	$260K	Buy