Concord Wealth Partners Elevance Health, Inc. Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

A detailed history of Concord Wealth Partners transactions in Elevance Health, Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 405 shares of ELV stock, worth $167,528. This represents 0.03% of its overall portfolio holdings.

Number of Shares
405
Previous 2,388 83.04%
Holding current value
$167,528
Previous $882,000 80.05%
% of portfolio
0.03%
Previous 0.15%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,856
Shares Held
201M
Call Options Held
1.53M
Put Options Held
1.41M
View Full List

About Elevance Health, Inc.

ELV Quotes by TradingView
  • Ticker ELV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 240,000,992
  • Market Cap $99.3B
  • 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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