A detailed history of Cassady Schiller Wealth Management, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 607 shares of ELV stock, worth $245,082. This represents 0.12% of its overall portfolio holdings.

Number of Shares
607
Previous 607 -0.0%
Holding current value
$245,082
Previous $328,000 3.96%
% of portfolio
0.12%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$497.49 - $547.8 $24,874 - $27,389
-50 Reduced 7.61%
607 $328,000
Q1 2024

May 13, 2024

BUY
$464.61 - $519.96 $2,787 - $3,119
6 Added 0.92%
657 $340,000
Q4 2023

Feb 09, 2024

SELL
$433.51 - $488.06 $114,880 - $129,335
-265 Reduced 28.93%
651 $306,000
Q1 2023

May 12, 2023

SELL
$446.3 - $502.2 $7,140 - $8,035
-16 Reduced 1.72%
916 $421,000
Q4 2022

Feb 13, 2023

SELL
$465.23 - $546.77 $26,052 - $30,619
-56 Reduced 5.67%
932 $478,000
Q1 2022

May 12, 2022

BUY
$428.44 - $502.48 $5,569 - $6,532
13 Added 1.33%
988 $485,000
Q4 2021

Feb 09, 2022

BUY
$370.08 - $467.67 $360,828 - $455,978
975 New
975 $452,000

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
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