A detailed history of Forum Financial Management, LP transactions in Elevance Health, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 2,826 shares of ELV stock, worth $1.13 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,826
Previous 2,709 4.32%
Holding current value
$1.13 Million
Previous $1.47 Million 0.14%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$500.12 - $562.29 $58,514 - $65,787
117 Added 4.32%
2,826 $1.47 Million
Q2 2024

Jul 30, 2024

SELL
$497.49 - $547.8 $38,306 - $42,180
-77 Reduced 2.76%
2,709 $1.47 Million
Q1 2024

May 09, 2024

BUY
$464.61 - $519.96 $464 - $519
1 Added 0.04%
2,786 $1.44 Million
Q4 2023

Feb 07, 2024

SELL
$433.51 - $488.06 $433 - $488
-1 Reduced 0.04%
2,785 $1.31 Million
Q3 2023

Nov 03, 2023

SELL
$414.13 - $475.93 $48,867 - $56,159
-118 Reduced 4.06%
2,786 $1.21 Million
Q2 2023

Jul 26, 2023

BUY
$436.33 - $496.2 $78,975 - $89,812
181 Added 6.65%
2,904 $1.29 Million
Q1 2023

Apr 19, 2023

BUY
$446.3 - $502.2 $446 - $502
1 Added 0.04%
2,723 $1.25 Million
Q2 2022

Aug 15, 2022

SELL
$444.32 - $529.84 $46,209 - $55,103
-104 Reduced 3.68%
2,722 $1.31 Million
Q1 2022

May 16, 2022

SELL
$428.44 - $502.48 $428 - $502
-1 Reduced 0.04%
2,826 $1.39 Million
Q4 2021

Feb 18, 2022

BUY
$370.08 - $467.67 $1.05 Million - $1.32 Million
2,827 New
2,827 $1.31 Million

Others Institutions Holding ELV

About Elevance Health, Inc.


  • Ticker ELV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 240,000,992
  • Market Cap $96.2B
  • 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....
More about ELV
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