Principia Wealth Advisory’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
$3.5K Buy
9
+2
+29% +$778 ﹤0.01% 282
2025
Q1
$3.05K Hold
7
﹤0.01% 233
2024
Q4
$2.58K Buy
+7
New +$2.58K ﹤0.01% 204