Summit Wealth Group’s Elevance Health ELV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-596	Closed	-$281K	–	44
2023 Q4	$281K	Buy	596 +79	+15%	+$37.2K	0.22%	30
2023 Q3	$225K	Buy	+517	New	+$225K	0.2%	35
2023 Q2	–	Sell	-131,506	Closed	–	–	138
2023 Q1	$0	Buy	+131,506	New	–	﹤0.01%	190