Legacy Financial Advisors, Inc. Elevance Health, Inc. Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Elevance Health, Inc. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 1,327 shares of ELV stock, worth $535,789. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,327

Previous 1,296 2.39%

Holding current value

$535,789

Previous $702,000 1.71%

% of portfolio

0.13%

Previous 0.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$500.12 - $562.29 $15,503 - $17,430	31 Added 2.39%	1,327 $690,000
Q2 2024 Aug 13, 2024	SELL	$497.49 - $547.8 $114,422 - $125,993	-230 Reduced 15.07%	1,296 $702,000
Q1 2024 May 14, 2024	BUY	$464.61 - $519.96 $13,938 - $15,598	30 Added 2.01%	1,526 $791,000
Q4 2023 Feb 06, 2024	BUY	$433.51 - $488.06 $183,374 - $206,449	423 Added 39.42%	1,496 $705,000
Q3 2023 Nov 13, 2023	BUY	$414.13 - $475.93 $248,478 - $285,558	600 Added 126.85%	1,073 $467,000
Q2 2023 Aug 08, 2023	SELL	$436.33 - $496.2 $109,082 - $124,050	-250 Reduced 34.58%	473 $210,000
Q1 2023 May 03, 2023	BUY	$446.3 - $502.2 $31,687 - $35,656	71 Added 10.89%	723 $332,000
Q4 2022 Feb 06, 2023	BUY	$465.23 - $546.77 $52,570 - $61,785	113 Added 20.96%	652 $334,000
Q3 2022 Nov 09, 2022	BUY	$445.98 - $507.0 $7,135 - $8,112	16 Added 3.06%	539 $245,000
Q2 2022 Aug 08, 2022	BUY	$444.32 - $529.84 $1,332 - $1,589	3 Added 0.58%	523 $252,000
Q1 2022 May 04, 2022	SELL	$428.44 - $502.48 $7,283 - $8,542	-17 Reduced 3.17%	520 $255,000
Q4 2021 Feb 04, 2022	BUY	$370.08 - $467.67 $198,732 - $251,138	537 New	537 $249,000
Q2 2019 Aug 07, 2019	SELL	$236.25 - $293.76 $121,668 - $151,286	-515 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$248.42 - $317.42 $18,383 - $23,489	74 Added 16.78%	515 $148,000
Q4 2018 Jan 16, 2019	BUY	$249.0 - $296.25 $15,687 - $18,663	63 Added 16.67%	441 $116,000
Q3 2018 Oct 30, 2018	BUY	$238.27 - $274.12 $2,859 - $3,289	12 Added 3.28%	378 $103,000
Q2 2018 Jul 17, 2018	BUY	$220.13 - $245.16 $3,301 - $3,677	15 Added 4.27%	366 $92,000
Q4 2017 Feb 09, 2018	BUY	$183.76 - $234.96 $64,499 - $82,470	351	351 $79,000

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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Legacy Financial Advisors, Inc. Elevance Health, Inc. Transaction History