H&H Retirement Design & Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$521K Buy
2025
Q1
$693K Hold
2024
Q4
$657K Buy
2024
Q3
$715K Buy
2024
Q2
$735K Buy
2024
Q1
$773K Buy