Warther Private Wealth’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,773
Closed -$2.96M 70
2022
Q4
$2.96M Sell
5,773
-362
-6% -$186K 2.22% 13
2022
Q3
$2.79M Buy
6,135
+750
+14% +$341K 2.21% 11
2022
Q2
$2.62M Buy
5,385
+3,865
+254% +$1.88M 1.92% 7
2022
Q1
$759K Buy
+1,520
New +$759K 0.49% 59