MWM
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MGB Wealth Management’s Elevance Health ELV Stock Holding History

MGB Wealth Management’s Portfolio ELV Stock Details ELV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-736
Closed -$383K – 292
2024
Q3 		$383K Hold
736
– – 0.14% 137
2024
Q2 		$394K Buy
736
+10
+1% +$5.35K 0.15% 133
2024
Q1 		$377K Buy
+726
New +$377K 0.15% 138