Claris Financial’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
Sell
-1,043
Closed -$385K 140
2025
Q1
$385K Hold
1,043
0.25% 92
2024
Q4
$385K Buy
+1,043
New +$385K 0.25% 92