Oxford Wealth Group’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,863
Closed -$1.49M 58
2024
Q3
$1.49M Sell
2,863
-1,005
-26% -$523K 1.21% 20
2024
Q2
$2.1M Buy
3,868
+1,263
+48% +$684K 1.44% 19
2024
Q1
$1.35M Buy
+2,605
New +$1.35M 1.23% 22