Ep Wealth Advisors, LLC Elevance Health, Inc. Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,667 shares of ELV stock, worth $1.52 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,667
Previous 3,508 33.04%
Holding current value
$1.52 Million
Previous $1.53 Million 19.02%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$372.27 - $452.69 $431,460 - $524,667
1,159 Added 33.04%
4,667 $1.82 Million
Q1 2025

May 15, 2025
BUY
$365.9 - $436.25 $478,231 - $570,178
1,307 Added 59.38%
3,508 $1.53 Million
Q4 2024

Feb 13, 2025
BUY
$365.96 - $514.62 $58,187 - $81,824
159 Added 7.79%
2,201 $813,000
Q3 2024

Nov 14, 2024
BUY
$500.12 - $562.29 $80,019 - $89,966
160 Added 8.5%
2,042 $1.06 Million
Q2 2024

Aug 19, 2024
BUY
$497.49 - $547.8 $143,774 - $158,314
289 Added 18.14%
1,882 $1.02 Million
Q1 2024

May 14, 2024
SELL
$464.61 - $519.96 $503,637 - $563,636
-1,084 Reduced 40.49%
1,593 $826,000
Q4 2023

Feb 28, 2024
BUY
$433.51 - $488.06 $123,116 - $138,609
284 Added 11.87%
2,677 $1.26 Million
Q3 2023

Nov 22, 2023
SELL
$414.13 - $475.93 $2.47 Million - $2.83 Million
-5,955 Reduced 71.33%
2,393 $1.04 Million
Q2 2023

Aug 14, 2023
SELL
$436.33 - $496.2 $2.9 Million - $3.29 Million
-6,638 Reduced 44.29%
8,348 $3.71 Million
Q1 2023

Jun 05, 2023
BUY
$446.3 - $502.2 $6.69 Million - $7.53 Million
14,986 New
14,986 $6.89 Million
Q4 2022

Jun 12, 2023
SELL
$465.23 - $546.77 $6.18 Million - $7.26 Million
-13,283 Reduced 88.64%
1,703 $873,000
Q2 2022

Aug 11, 2022
BUY
$444.32 - $529.84 $261,260 - $311,545
588 Added 36.91%
2,181 $1.05 Million
Q1 2022

May 20, 2022
BUY
$428.44 - $502.48 $682,504 - $800,450
1,593 New
1,593 $783,000
Q1 2020

May 18, 2020
SELL
$174.68 - $307.74 $201,406 - $354,824
-1,153 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$234.82 - $306.42 $9,392 - $12,256
-40 Reduced 3.35%
1,153 $348,000
Q3 2019

Nov 18, 2019
BUY
$237.69 - $310.48 $283,564 - $370,402
1,193 New
1,193 $287,000
Q2 2019

Aug 27, 2019
SELL
$236.25 - $293.76 $290,351 - $361,031
-1,229 Closed
0 $0
Q1 2019

May 20, 2019
BUY
$248.42 - $317.42 $305,308 - $390,109
1,229 New
1,229 $353,000

Others Institutions Holding ELV

# of Institutions
1,788
Shares Held
199M
Call Options Held
2.38M
Put Options Held
2.17M
View Full List

About Elevance Health, Inc.

ELV Quotes by TradingView
  • Ticker ELV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 240,000,992
  • Market Cap $78.2B
  • 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....
More about ELV
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email