Heritage Trust’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 | $685K | Buy |
1,761
+7
| +0.4% | +$2.72K | 0.08% | 186 |
|
|
2025
Q1 | $763K | Buy |
1,754
+279
| +19% | +$121K | 0.09% | 175 |
|
|
2024
Q4 | $544K | Buy |
+1,475
| New | +$544K | 0.06% | 197 |
|
|
2024
Q2 | $594K | Hold |
1,096
| – | – | 0.08% | 177 |
|
|
2024
Q1 | $568K | Buy |
+1,096
| New | +$568K | 0.08% | 180 |
|