Burling Wealth Partners’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	$552K	Sell	1,419 -2,109	-60%	-$820K	0.1%	123
2025 Q1	$1.53M	Sell	3,528 -4,012	-53%	-$1.75M	0.32%	72
2024 Q4	$2.78M	Buy	+7,540	New	+$2.78M	0.57%	48