SwitchPoint Financial Planning’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	$274K	Buy	704 +9	+1%	+$3.5K	0.22%	47
2025 Q1	$302K	Buy	695 +5	+0.7%	+$2.17K	0.29%	38
2024 Q4	$255K	Buy	+690	New	+$255K	0.24%	40