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Whipplewood Advisors’s Elevance Health ELV Stock Holding History

Whipplewood Advisors’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.34K Buy
24
+13
+118% +$5.06K 0.01% 577
2025
Q1 		$10K Sell
11
-13
-54% -$11.8K 0.01% 566
2024
Q4 		$8.85K Buy
+24
New +$8.85K 0.01% 573