A detailed history of Phillips Financial Management, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Phillips Financial Management, LLC holds 484 shares of ELV stock, worth $256,708. This represents 0.02% of its overall portfolio holdings.

Number of Shares
484
Previous 476 1.68%
Holding current value
$256,708
Previous $224,000 11.61%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$464.61 - $519.96 $3,716 - $4,159
8 Added 1.68%
484 $250,000
Q4 2023

Jan 25, 2024

BUY
$433.51 - $488.06 $206,350 - $232,316
476 New
476 $224,000
Q2 2023

Aug 11, 2023

BUY
$436.33 - $496.2 $3,926 - $4,465
9 Added 1.98%
463 $205,000
Q1 2023

May 08, 2023

BUY
$446.3 - $502.2 $446 - $502
1 Added 0.22%
454 $208,000
Q4 2022

Jan 24, 2023

BUY
$476.14 - $534.18 $5,237 - $5,875
11 Added 2.49%
453 $0
Q3 2022

Nov 08, 2022

BUY
$453.85 - $507.0 $200,601 - $224,094
442 New
442 $201,000
Q2 2022

Jul 22, 2022

SELL
$444.32 - $529.84 $182,171 - $217,234
-410 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$428.44 - $502.48 $175,660 - $206,016
410 New
410 $201,000

Others Institutions Holding ELV

About Elevance Health, Inc.


  • Ticker ELV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 240,000,992
  • Market Cap $127B
  • 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
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.