Brass Tax Wealth Management’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
$363K Sell
933
-4
-0.4% -$1.56K 0.07% 146
2025
Q1
$407K Buy
937
+2
+0.2% +$870 0.09% 116
2024
Q4
$345K Sell
935
-3
-0.3% -$1.11K 0.07% 126
2024
Q3
$488K Buy
938
+494
+111% +$257K 0.1% 91
2024
Q2
$241K Buy
+444
New +$241K 0.1% 118