Second Half Financial Partners’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,462
Closed -$3.36M 101
2024
Q3
$3.36M Buy
+6,462
New +$3.36M 1.78% 15
2024
Q2
Sell
-11,864
Closed -$6.15M 49
2024
Q1
$6.15M Buy
11,864
+5,899
+99% +$3.06M 2.74% 11
2023
Q4
$2.81M Buy
+5,965
New +$2.81M 1.39% 23