Concord Wealth Partners Elevance Health, Inc. Transaction History

Concord Wealth Partners

$749 Million
Q4 2025

A detailed history of Concord Wealth Partners transactions in Elevance Health, Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 51 shares of ELV stock, worth $16,617. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 122 58.2%

Holding current value

$16,617

Previous $39,000 58.97%

% of portfolio

0.0%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	SELL	$303.78 - $362.34 $21,568 - $25,726	-71 Reduced 58.2%	51 $16,000
Q3 2025 Nov 05, 2025	SELL	$274.66 - $395.76 $132,386 - $190,756	-482 Reduced 79.8%	122 $39,000
Q2 2025 Jul 25, 2025	BUY	$372.27 - $452.69 $74,081 - $90,085	199 Added 49.14%	604 $234,000
Q1 2025 May 02, 2025	SELL	$365.9 - $436.25 $725,579 - $865,083	-1,983 Reduced 83.04%	405 $176,000
Q4 2024 Jan 23, 2025	SELL	$365.96 - $514.62 $20,859 - $29,333	-57 Reduced 2.33%	2,388 $882,000

Q3 2024 Oct 24, 2024	BUY	$500.12 - $562.29 $104,024 - $116,956	208 Added 9.3%	2,445 $1.27 Million
Q2 2024 Jul 31, 2024	SELL	$497.49 - $547.8 $58,703 - $64,640	-118 Reduced 5.01%	2,237 $1.21 Million
Q1 2024 Apr 30, 2024	BUY	$464.61 - $519.96 $260,646 - $291,697	561 Added 31.27%	2,355 $1.22 Million
Q4 2023 Apr 30, 2024	BUY	$433.51 - $488.06 $469,491 - $528,568	1,083 Added 152.32%	1,794 $845,000
Q4 2023 Feb 05, 2024	BUY	$433.51 - $488.06 $469,491 - $528,568	1,083 Added 152.32%	1,794 $845,000
Q3 2023 Apr 30, 2024	SELL	$414.13 - $475.93 $448,502 - $515,432	-1,083 Reduced 60.37%	711 $309,000
Q3 2023 Oct 25, 2023	SELL	$414.13 - $475.93 $152,813 - $175,618	-369 Reduced 34.17%	711 $309,000
Q2 2023 Aug 07, 2023	BUY	$436.33 - $496.2 $87,702 - $99,736	201 Added 22.87%	1,080 $479,000
Q1 2023 Apr 26, 2023	BUY	$446.3 - $502.2 $71,408 - $80,352	160 Added 22.25%	879 $404,000
Q4 2022 Jan 27, 2023	SELL	$465.23 - $546.77 $71,645 - $84,202	-154 Reduced 17.64%	719 $368,000
Q3 2022 Nov 10, 2022	SELL	$445.98 - $507.0 $19,177 - $21,801	-43 Reduced 4.69%	873 $396,000
Q2 2022 Aug 04, 2022	BUY	$444.32 - $529.84 $33,768 - $40,267	76 Added 9.05%	916 $442,000
Q1 2022 Apr 20, 2022	BUY	$428.44 - $502.48 $3,855 - $4,522	9 Added 1.08%	840 $413,000
Q4 2021 Jan 21, 2022	BUY	$370.08 - $467.67 $38,858 - $49,105	105 Added 14.46%	831 $385,000
Q3 2021 Nov 09, 2021	SELL	$357.51 - $398.13 $27,170 - $30,257	-76 Reduced 9.48%	726 $271,000
Q2 2021 Jul 29, 2021	BUY	$352.19 - $401.9 $13,383 - $15,272	38 Added 4.97%	802 $306,000
Q1 2021 May 13, 2021	SELL	$287.7 - $371.31 $71,349 - $92,084	-248 Reduced 24.51%	764 $274,000
Q4 2020 Feb 16, 2021	BUY	$270.17 - $333.15 $273,412 - $337,147	1,012 New	1,012 $325,000

Others Institutions Holding ELV

# of Institutions

1,797

Shares Held

199M

Call Options Held

2.37M

Put Options Held

2.14M

View Full List

About Elevance Health, Inc.

Ticker ELV
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 240,000,992
Market Cap $78.2B
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....

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Concord Wealth Partners Elevance Health, Inc. Transaction History