Cherry Tree Wealth Management’s Elevance Health ELV Stock Holding History

Cherry Tree Wealth Management’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.45K	Sell
2025 Q1	$23.1K	Buy
2024 Q4	$12.2K	Hold
2024 Q3	$17.2K	Hold
2024 Q2	$17.9K	Buy
2024 Q1	$9.85K	Hold
2023 Q4	$8.96K	Hold
2023 Q3	$8.27K	Hold
2023 Q2	$8.44K	Buy