Heritage Wealth Management (California)’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	-313	Closed	-$163K	–	93
2024 Q3	$163K	Hold	313	–	–	0.12%	79
2024 Q2	$170K	Buy	+313	New	+$170K	0.12%	73