Avantra Family Wealth’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	$531K	Sell	1,365 -185	-12%	-$72K	0.44%	65
2025 Q1	$674K	Buy	1,550 +36	+2%	+$15.7K	0.65%	54
2024 Q4	$559K	Buy	+1,514	New	+$559K	0.52%	60