Evergreen Wealth Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.04M Buy
2025
Q1
$4.96M Buy
2024
Q4
$3.59M Buy
2024
Q3
$2.78M Buy
2024
Q2
$2.13M Hold
2024
Q1
$2.04M Hold
2023
Q4
$1.86M Buy
2023
Q3
$1.67M Buy
2023
Q2
$1.51M Buy