VisionPoint Advisory Group’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
$537K Buy
1,380
+5
+0.4% +$1.95K 0.12% 182
2025
Q1
$598K Buy
1,375
+122
+10% +$53.1K 0.21% 101
2024
Q4
$458K Buy
+1,253
New +$458K 0.16% 118
2024
Q3
Sell
-2
Closed -$1.08K 397
2024
Q2
$1.08K Sell
2
-1
-33% -$542 ﹤0.01% 714
2024
Q1
$1.56K Buy
+3
New +$1.56K ﹤0.01% 702