FMA Wealth Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-475
Closed -$247K 41
2024
Q3
$247K Sell
475
-25
-5% -$13K 0.18% 39
2024
Q2
$271K Hold
500
0.22% 39
2024
Q1
$259K Hold
500
0.21% 37
2023
Q4
$236K Buy
+500
New +$236K 0.21% 38