Insight Wealth Strategies, LLC Elevance Health, Inc. Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 3,083 shares of ELV stock, worth $1.24 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,083

Previous 3,021 2.05%

Holding current value

$1.24 Million

Previous $1.64 Million 2.02%

% of portfolio

0.21%

Previous 0.23%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$500.12 - $562.29 $31,007 - $34,861	62 Added 2.05%	3,083 $1.6 Million
Q2 2024 Jul 08, 2024	BUY	$497.49 - $547.8 $38,804 - $42,728	78 Added 2.65%	3,021 $1.64 Million
Q1 2024 Apr 05, 2024	SELL	$464.61 - $519.96 $5,575 - $6,239	-12 Reduced 0.41%	2,943 $1.53 Million
Q4 2023 Jan 12, 2024	BUY	$433.51 - $488.06 $46,819 - $52,710	108 Added 3.79%	2,955 $1.39 Million
Q3 2023 Oct 13, 2023	BUY	$414.13 - $475.93 $100,219 - $115,175	242 Added 9.29%	2,847 $1.24 Million
Q2 2023 Jul 14, 2023	BUY	$436.33 - $496.2 $5,235 - $5,954	12 Added 0.46%	2,605 $1.16 Million
Q1 2023 Apr 06, 2023	SELL	$446.3 - $502.2 $32,133 - $36,158	-72 Reduced 2.7%	2,593 $1.19 Million
Q4 2022 Jan 06, 2023	BUY	$465.23 - $546.77 $19,074 - $22,417	41 Added 1.56%	2,665 $0
Q2 2022 Jul 01, 2022	SELL	$444.32 - $529.84 $85,309 - $101,729	-192 Reduced 6.82%	2,624 $1.27 Million
Q1 2022 Apr 12, 2022	BUY	$428.44 - $502.48 $115,250 - $135,167	269 Added 10.56%	2,816 $1.38 Million
Q4 2021 Jan 31, 2022	BUY	$370.08 - $467.67 $109,543 - $138,430	296 Added 13.15%	2,547 $1.18 Million
Q3 2021 Oct 28, 2021	BUY	$357.51 - $398.13 $32,533 - $36,229	91 Added 4.21%	2,251 $839,000
Q2 2021 Aug 12, 2021	SELL	$352.19 - $401.9 $48,250 - $55,060	-137 Reduced 5.96%	2,160 $825,000
Q1 2021 May 12, 2021	BUY	$287.7 - $371.31 $398,176 - $513,893	1,384 Added 151.59%	2,297 $825,000
Q4 2020 Feb 05, 2021	BUY	$270.17 - $333.15 $18,101 - $22,321	67 Added 7.92%	913 $293,000
Q3 2020 Oct 29, 2020	BUY	$245.73 - $284.63 $207,887 - $240,796	846 New	846 $227,000
Q2 2020 Jul 31, 2020	SELL	$203.3 - $300.59 $679,225 - $1 Million	-3,341 Closed	0 $0
Q1 2020 Apr 21, 2020	SELL	$174.68 - $307.74 $956,897 - $1.69 Million	-5,478 Reduced 62.12%	3,341 $758,000
Q4 2019 Feb 21, 2020	BUY	$234.82 - $306.42 $128,681 - $167,918	548 Added 6.63%	8,819 $2.66 Million
Q3 2019 Nov 06, 2019	BUY	$237.69 - $310.48 $228,182 - $298,060	960 Added 13.13%	8,271 $1.99 Million
Q2 2019 Aug 06, 2019	BUY	$236.25 - $293.76 $883,102 - $1.1 Million	3,738 Added 104.62%	7,311 $2.06 Million
Q1 2019 Apr 24, 2019	BUY	$248.42 - $317.42 $28,319 - $36,185	114 Added 3.3%	3,573 $1.03 Million
Q4 2018 Feb 12, 2019	BUY	$249.0 - $296.25 $861,291 - $1.02 Million	3,459 New	3,459 $908,000

Others Institutions Holding ELV

# of Institutions

1,860

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 $96.2B
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....

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Insight Wealth Strategies, LLC Elevance Health, Inc. Transaction History