Exencial Wealth Advisors’s Elevance Health ELV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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