Fiduciary Family Office’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
$641K Buy
1,647
+221
+15% +$86K 0.21% 98
2025
Q1
$620K Buy
+1,426
New +$620K 0.21% 103
2024
Q4
Sell
-934
Closed -$486K 119
2024
Q3
$486K Buy
+934
New +$486K 0.16% 131