Elser Financial Planning’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	$342K	Sell	878 -4	-0.5%	-$1.56K	0.43%	44
2025 Q1	$384K	Buy	882 +26	+3%	+$11.3K	0.53%	38
2024 Q4	$316K	Sell	856 -30	-3%	-$11.1K	0.02%	77
2024 Q3	$461K	Buy	886 +10	+1%	+$5.2K	0.67%	29
2024 Q2	$475K	Buy	+876	New	+$475K	0.08%	55