Mowery & Schoenfeld Wealth Management’s Elevance Health ELV Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$588K	Hold
2025 Q1	$657K	Sell
2024 Q4	$570K	Buy
2024 Q3	$786K	Hold
2024 Q2	$819K	Hold
2024 Q1	$784K	Hold
2023 Q4	$713K	Buy