Consolidated Planning Corp’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	$235K	Buy	+604	New	+$235K	0.03%	174
2025 Q1	–	Sell	-931	Closed	-$343K	–	194
2024 Q4	$343K	Buy	931 +78	+9%	+$28.8K	0.05%	154
2024 Q3	$444K	Buy	+853	New	+$444K	0.07%	133