Provence Wealth Management Group’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$391K Buy
830
+131
+19% +$61.8K 0.21% 100
2023
Q3
$304K Buy
699
+125
+22% +$54.4K 0.19% 103
2023
Q2
$255K Sell
574
-49
-8% -$21.8K 0.15% 127
2023
Q1
$286K Buy
623
+173
+38% +$79.5K 0.19% 107
2022
Q4
$231K Buy
+450
New +$231K 0.19% 107