PWM
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Pines Wealth Management’s Elevance Health ELV Stock Holding History

Pines Wealth Management’s Portfolio ELV Stock Details ELV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$241K Buy
694
+158
+29% +$55K 0.09% 197
2025
Q1 		$231K Sell
536
-30
-5% -$12.9K 0.11% 180
2024
Q4 		$216K Buy
+566
New +$216K 0.09% 195