Accretive Wealth Partners, LLC Elevance Health, Inc. Transaction History

Accretive Wealth Partners, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$497.49 - $547.8 $1,989 - $2,191	-4 Reduced 0.9%	440 $238,000
Q4 2023 Feb 06, 2024	BUY	$433.51 - $488.06 $192,478 - $216,698	444 New	444 $209,000
Q1 2023 May 04, 2023	BUY	$446.3 - $502.2 $6,694 - $7,533	15 Added 3.45%	450 $206,000
Q4 2022 Feb 13, 2023	SELL	$465.23 - $546.77 $71,180 - $83,655	-153 Reduced 26.02%	435 $223,000
Q3 2022 Nov 14, 2022	SELL	$445.98 - $507.0 $13,825 - $15,717	-31 Reduced 5.01%	588 $267,000
Q2 2022 Aug 12, 2022	SELL	$444.32 - $529.84 $6,220 - $7,417	-14 Reduced 2.21%	619 $299,000
Q4 2021 Feb 14, 2022	BUY	$370.08 - $467.67 $740 - $935	2 Added 0.32%	633 $293,000
Q3 2021 Nov 12, 2021	SELL	$357.51 - $398.13 $4,647 - $5,175	-13 Reduced 2.02%	631 $235,000
Q2 2021 Aug 13, 2021	SELL	$352.19 - $401.9 $3,874 - $4,420	-11 Reduced 1.68%	644 $246,000
Q1 2021 May 17, 2021	BUY	$287.7 - $371.31 $8,631 - $11,139	30 Added 4.8%	655 $235,000
Q4 2020 Feb 12, 2021	SELL	$270.17 - $333.15 $75,107 - $92,615	-278 Reduced 30.79%	625 $201,000
Q4 2020 Feb 12, 2021	BUY	$270.17 - $333.15 $243,963 - $300,834	903 New	903 $290,000

1,862

197M

1.03M

1.24M

Ticker ELV
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 240,000,992
Market Cap $96.4B
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....

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

Stay updated on Accretive Wealth Partners, LLC with notifications on news.