Guardian Partners’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
$1.22M Sell
3,512
-2,434
-41% -$843K 0.11% 108
2025
Q1
$2.54M Sell
5,946
-70
-1% -$29.9K 0.26% 82
2024
Q4
$2.31M Buy
+6,016
New +$2.31M 0.23% 83