Crestwood Advisors Group’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
$424K Buy
1,090
+38
+4% +$14.8K 0.01% 375
2025
Q1
$458K Buy
1,052
+383
+57% +$167K 0.01% 353
2024
Q4
$247K Buy
669
+142
+27% +$52.4K ﹤0.01% 417
2024
Q3
$274K Buy
+527
New +$274K 0.01% 381