Sage Investment Counsel’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
$329K Buy
847
+55
+7% +$21.4K 0.38% 74
2025
Q1
$344K Sell
792
-78
-9% -$33.9K 0.44% 72
2024
Q4
$321K Buy
+870
New +$321K 0.42% 72