A detailed history of Bergan Kdv Wealth Management, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 29 shares of ELV stock, worth $11,078. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29
Previous 47 38.3%
Holding current value
$11,078
Previous $21,000 42.86%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$436.33 - $496.2 $7,853 - $8,931
-18 Reduced 38.3%
29 $12,000
Q1 2023

Apr 27, 2023

SELL
$446.3 - $502.2 $8,926 - $10,044
-20 Reduced 29.85%
47 $21,000
Q4 2022

Jan 31, 2023

BUY
$465.23 - $546.77 $9,304 - $10,935
20 Added 42.55%
67 $34,000
Q3 2022

Oct 24, 2022

SELL
$445.98 - $507.0 $2,675 - $3,042
-6 Reduced 11.32%
47 $21,000
Q4 2021

Jan 28, 2022

BUY
$370.08 - $467.67 $370 - $467
1 Added 1.92%
53 $24,000
Q1 2021

May 11, 2021

SELL
$287.7 - $371.31 $1,726 - $2,227
-6 Reduced 10.34%
52 $19,000
Q4 2020

Feb 04, 2021

BUY
$270.17 - $333.15 $1,621 - $1,998
6 Added 11.54%
58 $19,000
Q3 2020

Nov 05, 2020

SELL
$245.73 - $284.63 $11,795 - $13,662
-48 Reduced 48.0%
52 $14,000
Q2 2020

Aug 13, 2020

BUY
$203.3 - $300.59 $7,522 - $11,121
37 Added 58.73%
100 $26,000
Q1 2020

Apr 24, 2020

BUY
$174.68 - $307.74 $1,048 - $1,846
6 Added 10.53%
63 $14,000
Q4 2019

Feb 10, 2020

BUY
$234.82 - $306.42 $7,279 - $9,499
31 Added 119.23%
57 $17,000
Q4 2018

Feb 01, 2019

BUY
$249.0 - $296.25 $6,474 - $7,702
26 New
26 $7,000

Others Institutions Holding ELV

About Elevance Health, Inc.


  • Ticker ELV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 240,000,992
  • Market Cap $91.7B
  • 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
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