KFA
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Kelleher Financial Advisors’s Elevance Health ELV Stock Holding History

Kelleher Financial Advisors’s Portfolio ELV Stock Details ELV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-780
Closed -$406K – 116
2024
Q3 		$406K Hold
780
– – 0.15% 82
2024
Q2 		$423K Buy
+780
New +$423K 0.17% 81