Heritage Wealth Management (Ohio)’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	$463K	Sell	1,191 -319	-21%	-$124K	0.15%	151
2025 Q1	$657K	Sell	1,510 -250	-14%	-$109K	0.22%	107
2024 Q4	$649K	Sell	1,760 -207	-11%	-$76.4K	0.22%	114
2024 Q3	$1.02M	Sell	1,967 -169	-8%	-$87.9K	0.34%	77
2024 Q2	$1.13M	Buy	+2,136	New	+$1.13M	0.38%	71