CWM
Centric Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Hold |
1,403
| – | – | 0.1% | 130 |
|
|
2025
Q1 | $610K | Hold |
1,403
| – | – | 0.16% | 102 |
|
|
2024
Q4 | $518K | Hold |
1,403
| – | – | 0.14% | 108 |
|
|
2024
Q3 | $602K | Hold |
1,403
| – | – | 0.16% | 102 |
|
|
2024
Q2 | $740K | Hold |
1,403
| – | – | 0.21% | 83 |
|
|
2024
Q1 | $742K | Buy |
+1,403
| New | +$742K | 0.24% | 81 |
|