Synergy Asset Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.3M Buy
2025
Q1
$896K Buy
2023
Q3
Sell
2023
Q2
$8M Sell
2023
Q1
$9.31M Buy
2022
Q3
Sell
2022
Q2
$641K Buy