A detailed history of Heritage Financial Services, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Heritage Financial Services, LLC holds 442 shares of ELV stock, worth $178,461. This represents 0.03% of its overall portfolio holdings.

Number of Shares
442
Previous 442 -0.0%
Holding current value
$178,461
Previous $239,000 4.18%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 23, 2024

SELL
$497.49 - $547.8 $11,442 - $12,599
-23 Reduced 4.95%
442 $239,000
Q1 2024

May 14, 2024

BUY
$464.61 - $519.96 $10,686 - $11,959
23 Added 5.2%
465 $241,000
Q4 2023

Feb 02, 2024

SELL
$433.51 - $488.06 $15,172 - $17,082
-35 Reduced 7.34%
442 $208,000
Q3 2023

Oct 19, 2023

SELL
$414.13 - $475.93 $8,696 - $9,994
-21 Reduced 4.22%
477 $207,000
Q2 2023

Jul 31, 2023

BUY
$436.33 - $496.2 $24,434 - $27,787
56 Added 12.67%
498 $221,000
Q1 2023

May 10, 2023

SELL
$446.3 - $502.2 $5,801 - $6,528
-13 Reduced 2.86%
442 $203,000
Q4 2022

Jan 27, 2023

BUY
$465.23 - $546.77 $6,047 - $7,108
13 Added 2.94%
455 $0
Q1 2022

Aug 30, 2022

SELL
$428.44 - $502.48 $8,140 - $9,547
-19 Reduced 4.12%
442 $217,000
Q4 2021

Aug 26, 2022

BUY
$370.08 - $467.67 $170,606 - $215,595
461 New
461 $213,000

Others Institutions Holding ELV

About Elevance Health, Inc.


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