Oregon Pacific Wealth Management’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 Sell
1,264
-56
-4% -$21.8K 0.47% 55
2025
Q1
$574K Sell
1,320
-121
-8% -$52.6K 0.57% 50
2024
Q4
$532K Buy
+1,441
New +$532K 0.52% 53