Evercore Wealth Management, LLC Elevance Health, Inc. Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 716 shares of ELV stock, worth $289,092. This represents 0.01% of its overall portfolio holdings.

Number of Shares

716

Previous 716 -0.0%

Holding current value

$289,092

Previous $387,000 3.88%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$497.49 - $547.8 $11,442 - $12,599	-23 Reduced 3.11%	716 $387,000
Q1 2024 May 15, 2024	SELL	$464.61 - $519.96 $6,504 - $7,279	-14 Reduced 1.86%	739 $383,000
Q4 2023 Feb 14, 2024	BUY	$433.51 - $488.06 $5,202 - $5,856	12 Added 1.62%	753 $355,000
Q3 2023 Nov 14, 2023	SELL	$414.13 - $475.93 $24,019 - $27,603	-58 Reduced 7.26%	741 $322,000
Q2 2023 Aug 04, 2023	SELL	$436.33 - $496.2 $2,617 - $2,977	-6 Reduced 0.75%	799 $354,000
Q1 2023 May 15, 2023	SELL	$446.3 - $502.2 $5,355 - $6,026	-12 Reduced 1.47%	805 $370,000
Q4 2022 Feb 14, 2023	SELL	$465.23 - $546.77 $33,961 - $39,914	-73 Reduced 8.2%	817 $419,000
Q3 2022 Nov 14, 2022	SELL	$445.98 - $507.0 $32,110 - $36,504	-72 Reduced 7.48%	890 $404,000
Q1 2022 May 16, 2022	SELL	$428.44 - $502.48 $37,702 - $44,218	-88 Reduced 8.38%	962 $473,000
Q4 2021 Feb 14, 2022	SELL	$370.08 - $467.67 $11,102 - $14,030	-30 Reduced 2.78%	1,050 $487,000
Q2 2021 Aug 16, 2021	SELL	$352.19 - $401.9 $190,534 - $217,427	-541 Reduced 33.37%	1,080 $412,000
Q1 2021 May 17, 2021	SELL	$287.7 - $371.31 $7,192 - $9,282	-25 Reduced 1.52%	1,621 $582,000
Q4 2020 Feb 16, 2021	BUY	$270.17 - $333.15 $50,521 - $62,299	187 Added 12.82%	1,646 $529,000
Q3 2020 Nov 16, 2020	BUY	$245.73 - $284.63 $3,194 - $3,700	13 Added 0.9%	1,459 $392,000
Q1 2020 May 14, 2020	BUY	$174.68 - $307.74 $524 - $923	3 Added 0.21%	1,446 $328,000
Q4 2019 Feb 13, 2020	SELL	$234.82 - $306.42 $7,279 - $9,499	-31 Reduced 2.1%	1,443 $436,000
Q3 2019 Nov 14, 2019	SELL	$237.69 - $310.48 $7,130 - $9,314	-30 Reduced 1.99%	1,474 $354,000
Q2 2019 Aug 13, 2019	BUY	$236.25 - $293.76 $472 - $587	2 Added 0.13%	1,504 $424,000
Q1 2019 May 14, 2019	BUY	$248.42 - $317.42 $4,968 - $6,348	20 Added 1.35%	1,502 $431,000
Q4 2018 Feb 13, 2019	SELL	$249.0 - $296.25 $123,504 - $146,940	-496 Reduced 25.08%	1,482 $389,000
Q3 2018 Nov 13, 2018	BUY	$238.27 - $274.12 $476 - $548	2 Added 0.1%	1,978 $542,000
Q2 2018 Aug 14, 2018	SELL	$220.13 - $245.16 $12,107 - $13,483	-55 Reduced 2.71%	1,976 $470,000
Q1 2018 May 15, 2018	SELL	$215.63 - $258.19 $25,875 - $30,982	-120 Reduced 5.58%	2,031 $446,000
Q3 2017 Nov 13, 2017	BUY	$181.44 - $197.43 $390,277 - $424,671	2,151	2,151 $408,000

Others Institutions Holding ELV

# of Institutions

1,861

Shares Held

198M

Call Options Held

1.03M

Put Options Held

1.24M

View Full List

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....

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Evercore Wealth Management, LLC Elevance Health, Inc. Transaction History