Retirement Planning Group (New York)’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	$340K	Buy	874 +4	+0.5%	+$1.56K	0.3%	53
2025 Q1	$378K	Sell	870 -2,683	-76%	-$1.17M	0.38%	48
2024 Q4	$1.31M	Buy	+3,553	New	+$1.31M	1.44%	22