Smith Salley Wealth Management’s Elevance Health ELV Stock Holding History

Smith Salley Wealth Management’s Portfolio ELV Stock Details ELV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.9M	Buy
2025 Q2	$12.3M	Buy
2025 Q1	$13.3M	Buy
2024 Q4	$11M	Sell
2024 Q3	$16.2M	Buy
2024 Q2	$16.4M	Buy
2024 Q1	$14.8M	Sell
2023 Q4	$15.1M	Buy
2023 Q3	$13.2M	Buy
2023 Q2	$10.4M	Buy