Liberty Wealth Management LLC Elevance Health, Inc. Transaction History

Liberty Wealth Management LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$370.08 - $467.67 $2,960 - $3,741	-8 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$357.51 - $398.13 $1,430 - $1,592	4 Added 100.0%	8 $4,000
Q2 2021 Aug 13, 2021	SELL	$352.19 - $401.9 $545,190 - $622,141	-1,548 Reduced 99.74%	4 $2,000
Q2 2021 Aug 13, 2021	BUY	$352.19 - $401.9 $546,598 - $623,748	1,552 New	1,552 $4,000
Q1 2021 May 17, 2021	SELL	$287.7 - $371.31 $1,726 - $2,227	-6 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$270.17 - $333.15 $540 - $666	2 Added 50.0%	6 $1,000
Q2 2020 Aug 04, 2020	BUY	$203.3 - $300.59 $813 - $1,202	4 New	4 $1,000
Q4 2019 Feb 05, 2020	SELL	$234.82 - $306.42 $25,830 - $33,706	-110 Closed	0 $0
Q3 2019 Oct 30, 2019	SELL	$237.69 - $310.48 $2,139 - $2,794	-9 Reduced 7.56%	110 $27,000
Q2 2019 Jul 30, 2019	SELL	$236.25 - $293.76 $1,653 - $2,056	-7 Reduced 5.56%	119 $34,000
Q1 2019 Apr 18, 2019	BUY	$248.42 - $317.42 $31,300 - $39,994	126 New	126 $36,000

1,854

196M

1.03M

1.24M

Ticker ELV
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 240,000,992
Market Cap $91.7B
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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Liberty Wealth Management LLC with notifications on news.