Congress Wealth Management LLC Elevance Health, Inc. Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

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 2,149 shares of ELV stock, worth $872,536. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,149

Previous 1,706 25.97%

Holding current value

$872,536

Previous $924,000 20.89%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$500.12 - $562.29 $221,553 - $249,094	443 Added 25.97%	2,149 $1.12 Million
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

# of Institutions

1,867

Shares Held

203M

Call Options Held

1.02M

Put Options Held

1.19M

View Full List

About Elevance Health, Inc.

Ticker ELV
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 240,000,992
Market Cap $97.4B
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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Congress Wealth Management LLC Elevance Health, Inc. Transaction History