Exencial Wealth Advisors’s Elevance Health ELV Stock Holding History

Exencial Wealth Advisors’s Portfolio ELV Stock Details ELV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$682K	Buy
2025 Q2	–	Sell
2025 Q1	$204K	Buy
2022 Q1	–	Sell
2021 Q4	$325K	Buy
2021 Q3	$260K	Sell
2021 Q2	$401K	Buy
2019 Q3	–	Sell
2019 Q2	$263K	Hold
2019 Q1	$268K	Sell
2018 Q4	$319K	Buy