Heritage Trust’s Elevance Health ELV Stock Holding History

Heritage Trust’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	$685K	Buy
2025 Q1	$763K	Buy
2024 Q4	$544K	Buy
2024 Q2	$594K	Hold
2024 Q1	$568K	Buy