A detailed history of Whalen Wealth Management Inc. transactions in Elevance Health, Inc. stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 1,064 shares of ELV stock, worth $370,463. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,064
Previous 3,618 70.59%
Holding current value
$370,463
Previous $1.41 Billion 75.57%
% of portfolio
0.2%
Previous 0.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025

SELL
$274.66 - $395.76 $701,481 - $1.01 Million
-2,554 Reduced 70.59%
1,064 $344 Million
Q2 2025

Aug 04, 2025

BUY
$372.27 - $452.69 $950,777 - $1.16 Million
2,554 Added 240.04%
3,618 $1.41 Billion
Q4 2023

Feb 13, 2024

BUY
$433.51 - $488.06 $461,254 - $519,295
1,064 New
1,064 $502 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 $83.6B
  • 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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