Waterway Wealth Management’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	–	Sell	-2,022	Closed	-$880K	–	87
2025 Q1	$880K	Sell	2,022 -10	-0.5%	-$4.35K	0.37%	26
2024 Q4	$750K	Buy	2,032 +1,494	+278%	+$551K	0.33%	30
2024 Q3	$280K	Buy	538 +83	+18%	+$43.2K	0.12%	61
2024 Q2	$247K	Buy	+455	New	+$247K	0.12%	52