Avantra Family Wealth’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$440K Buy
2025
Q3
Sell
2025
Q2
$531K Sell
2025
Q1
$674K Buy
2024
Q4
$559K Buy