CWS
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Confluence Wealth Services’s Elevance Health ELV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$515K Hold
1,325
0.03% 240
2025
Q1
$566K Buy
+1,325
New +$566K 0.04% 218
2022
Q1
Sell
-5
Closed -$2K 487
2021
Q4
$2K Buy
+5
New +$2K ﹤0.01% 1142