AssuredPartners Investment Advisors’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	–	Sell	-1,110	Closed	-$483K	–	273
2025 Q1	$483K	Buy	1,110 +23	+2%	+$10K	0.09%	203
2024 Q4	$401K	Buy	+1,087	New	+$401K	0.08%	224