Moss Adams Wealth Advisors’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
$492K Buy
1,264
+416
+49% +$162K 0.04% 130
2025
Q1
$369K Buy
+848
New +$369K 0.04% 146
2024
Q4
Sell
-391
Closed -$203K 212
2024
Q3
$203K Buy
+391
New +$203K 0.02% 194