A detailed history of Congress Wealth Management LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,706 shares of ELV stock, worth $917,776. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,706
Previous 1,813 5.9%
Holding current value
$917,776
Previous $940,000 1.7%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2024

SELL
$497.49 - $547.8 $53,231 - $58,614
-107 Reduced 5.9%
1,706 $924,000
Q1 2024

Apr 18, 2024

SELL
$464.61 - $519.96 $120,798 - $135,189
-260 Reduced 12.54%
1,813 $940,000
Q4 2023

Feb 09, 2024

BUY
$433.51 - $488.06 $155,630 - $175,213
359 Added 20.95%
2,073 $977,000
Q3 2023

Oct 30, 2023

BUY
$414.13 - $475.93 $3,313 - $3,807
8 Added 0.47%
1,714 $746,000
Q2 2023

Jul 13, 2023

BUY
$436.33 - $496.2 $7,853 - $8,931
18 Added 1.07%
1,706 $757,000
Q1 2023

Apr 14, 2023

SELL
$446.3 - $502.2 $102,649 - $115,506
-230 Reduced 11.99%
1,688 $776,000
Q4 2022

Feb 02, 2023

BUY
$465.23 - $546.77 $425,220 - $499,747
914 Added 91.04%
1,918 $983,000
Q3 2022

Nov 08, 2022

SELL
$445.98 - $507.0 $445 - $507
-1 Reduced 0.1%
1,004 $456,000
Q2 2022

Aug 11, 2022

SELL
$444.32 - $529.84 $11,996 - $14,305
-27 Reduced 2.62%
1,005 $485,000
Q1 2022

May 16, 2022

BUY
$428.44 - $502.48 $18,851 - $22,109
44 Added 4.45%
1,032 $507,000
Q4 2021

Feb 04, 2022

BUY
$370.08 - $467.67 $365,639 - $462,057
988 New
988 $458,000

Others Institutions Holding ELV

About Elevance Health, Inc.


  • Ticker ELV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 240,000,992
  • Market Cap $129B
  • 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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Congress Wealth Management LLC with notifications on news.