Family Wealth Group, LLC Elevance Health, Inc. Transaction History

Family Wealth Group, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$365.9 - $436.25 $259,788 - $309,737	-710 Closed	0 $0
Q4 2024 May 14, 2025	BUY	$365.96 - $514.62 $21,591 - $30,362	59 Added 9.06%	710 $262,000
Q3 2024 Apr 01, 2025	BUY	$500.12 - $562.29 $26,006 - $29,239	52 Added 8.68%	651 $338,000
Q3 2024 Nov 14, 2024	SELL	$500.12 - $562.29 $2,000 - $2,249	-4 Reduced 0.67%	595 $309,000
Q2 2024 Apr 01, 2025	BUY	$497.49 - $547.8 $18,904 - $20,816	38 Added 6.77%	599 $324,000

Q2 2024 Aug 14, 2024	BUY	$497.49 - $547.8 $18,904 - $20,816	38 Added 6.77%	599 $324,000
Q1 2024 Apr 01, 2025	BUY	$464.61 - $519.96 $2,323 - $2,599	5 Added 0.9%	561 $291 Million
Q1 2024 Aug 14, 2024	BUY	$464.61 - $519.96 $2,323 - $2,599	5 Added 0.9%	561 $290,000
Q4 2023 Apr 01, 2025	SELL	$433.51 - $488.06 $16,906 - $19,034	-39 Reduced 6.55%	556 $262 Million
Q4 2023 Feb 14, 2024	BUY	$433.51 - $488.06 $241,031 - $271,361	556 New	556 $262,000

1,789

199M

2.38M

2.17M

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....

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Family Wealth Group, LLC with notifications on news.