A detailed history of 9258 Wealth Management, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,389 shares of ELV stock, worth $964,582. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,389
Previous 2,437 1.97%
Holding current value
$964,582
Previous $1.32 Million 5.91%
% of portfolio
0.19%
Previous 0.21%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$500.12 - $562.29 $24,005 - $26,989
-48 Reduced 1.97%
2,389 $1.24 Million
Q1 2024

May 03, 2024

BUY
$464.61 - $519.96 $929 - $1,039
2 Added 0.08%
2,437 $1.26 Million
Q4 2023

Feb 06, 2024

BUY
$433.51 - $488.06 $15,172 - $17,082
35 Added 1.46%
2,435 $1.15 Million
Q3 2023

Nov 08, 2023

SELL
$414.13 - $475.93 $17,393 - $19,989
-42 Reduced 1.72%
2,400 $1.05 Million
Q2 2023

Aug 08, 2023

BUY
$436.33 - $496.2 $16,580 - $18,855
38 Added 1.58%
2,442 $1.08 Million
Q1 2023

May 03, 2023

SELL
$446.3 - $502.2 $1,338 - $1,506
-3 Reduced 0.12%
2,404 $1.11 Million
Q4 2022

Feb 03, 2023

BUY
$465.23 - $546.77 $39,544 - $46,475
85 Added 3.66%
2,407 $1.23 Million
Q3 2022

Nov 08, 2022

SELL
$445.98 - $507.0 $59,315 - $67,431
-133 Reduced 5.42%
2,322 $1.06 Million
Q2 2022

Aug 04, 2022

BUY
$444.32 - $529.84 $91,529 - $109,147
206 Added 9.16%
2,455 $1.19 Million
Q1 2022

May 13, 2022

BUY
$428.44 - $502.48 $32,989 - $38,690
77 Added 3.55%
2,249 $1.11 Million
Q4 2021

Feb 11, 2022

BUY
$370.08 - $467.67 $49,960 - $63,135
135 Added 6.63%
2,172 $1.01 Million
Q3 2021

Nov 12, 2021

BUY
$357.51 - $398.13 $11,797 - $13,138
33 Added 1.65%
2,037 $759,000
Q2 2021

Aug 13, 2021

BUY
$352.19 - $401.9 $22,187 - $25,319
63 Added 3.25%
2,004 $765,000
Q1 2021

May 11, 2021

SELL
$287.7 - $371.31 $42,291 - $54,582
-147 Reduced 7.04%
1,941 $697,000
Q1 2020

May 05, 2020

BUY
$174.68 - $307.74 $5,065 - $8,924
29 Added 1.41%
2,088 $564,000
Q4 2019

Feb 06, 2020

BUY
$234.82 - $306.42 $483,494 - $630,918
2,059 New
2,059 $622,000

Others Institutions Holding ELV

About Elevance Health, Inc.


  • Ticker ELV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 240,000,992
  • Market Cap $96.9B
  • Description
  • Elevance Health Inc. operates as a health benefits company. It supports consumers, families, and communities across the entire care journey connecting to the care, support, and resources to lead healthier lives. It serves approximately 118 million people through a portfolio of medical, digital, pharmacy, behavioral, clinical, and care solutions....
More about ELV
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.