Whalen Wealth Management’s Elevance Health ELV Stock Holding History

Whalen Wealth Management’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$344K	Sell
2025 Q2	$1.41M	Buy
2025 Q1	$463K	Hold
2024 Q4	$393K	Hold
2024 Q3	$553K	Hold
2024 Q2	$577K	Hold
2024 Q1	$552K	Hold
2023 Q4	$502K	Buy