A detailed history of Heritage Wealth Management, Inc. transactions in Elevance Health, Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 1,236 shares of ELV stock, worth $402,725. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,236
Previous 1,191 3.78%
Holding current value
$402,725
Previous $463 Million 13.84%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Nov 04, 2025

BUY
$274.66 - $395.76 $12,359 - $17,809
45 Added 3.78%
1,236 $399 Million
Q2 2025

Aug 14, 2025

SELL
$372.27 - $452.69 $118,754 - $144,408
-319 Reduced 21.13%
1,191 $463 Million
Q1 2025

Apr 29, 2025

SELL
$365.9 - $436.25 $91,475 - $109,062
-250 Reduced 14.2%
1,510 $657 Million
Q4 2024

Feb 05, 2025

SELL
$365.96 - $514.62 $75,753 - $106,526
-207 Reduced 10.52%
1,760 $649 Million
Q3 2024

Oct 31, 2024

SELL
$500.12 - $562.29 $84,520 - $95,027
-169 Reduced 7.91%
1,967 $1.02 Billion
Q2 2024

Sep 09, 2024

BUY
$497.49 - $547.8 $1.06 Million - $1.17 Million
2,136 New
2,136 $1.13 Billion

Others Institutions Holding ELV

About Elevance Health, Inc.


  • 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
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