A detailed history of Modern Wealth Management, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,979 shares of ELV stock, worth $644,817. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,979
Previous 1,937 2.17%
Holding current value
$644,817
Previous $753,000 84801.86%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025

BUY
$274.66 - $395.76 $11,535 - $16,621
42 Added 2.17%
1,979 $639 Million
Q2 2025

Nov 12, 2025

BUY
$372.27 - $452.69 $10,423 - $12,675
28 Added 1.47%
1,937 $753,000
Q2 2025

Aug 14, 2025

SELL
$372.27 - $452.69 $45,789 - $55,680
-123 Reduced 6.05%
1,909 $742,000
Q1 2025

May 30, 2025

BUY
$365.9 - $436.25 $365 - $436
1 Added 0.05%
2,032 $883,000
Q1 2025

May 15, 2025

BUY
$365.9 - $436.25 $85,254 - $101,646
233 Added 12.96%
2,031 $884 Million
Q4 2024

May 30, 2025

SELL
$365.96 - $514.62 $68,068 - $95,719
-186 Reduced 9.16%
1,845 $681,000
Q4 2024

May 29, 2025

SELL
$365.96 - $514.62 $68,068 - $95,719
-186 Reduced 9.16%
1,845 $681,000
Q4 2024

Feb 11, 2025

SELL
$365.96 - $514.62 $125,524 - $176,514
-343 Reduced 16.02%
1,798 $712 Million
Q3 2024

May 30, 2025

BUY
$500.12 - $562.29 $54,012 - $60,727
108 Added 5.32%
2,139 $1.11 Million
Q3 2024

May 29, 2025

BUY
$500.12 - $562.29 $54,012 - $60,727
108 Added 5.32%
2,139 $1.11 Million
Q3 2024

Nov 05, 2024

SELL
$500.12 - $562.29 $322,077 - $362,114
-644 Reduced 23.12%
2,141 $1.11 Billion
Q2 2024

May 29, 2025

BUY
$497.49 - $547.8 $374,609 - $412,493
753 Added 37.08%
2,784 $1.51 Million
Q2 2024

Aug 07, 2024

BUY
$497.49 - $547.8 $513,907 - $565,877
1,033 Added 58.96%
2,785 $1.51 Billion
Q1 2024

May 28, 2025

SELL
$464.61 - $519.96 $111,041 - $124,270
-239 Reduced 11.77%
1,792 $929 Million
Q1 2024

May 13, 2024

BUY
$464.61 - $519.96 $813,996 - $910,969
1,752 New
1,752 $945 Million
Q4 2023

May 28, 2025

SELL
$433.51 - $488.06 $542,754 - $611,051
-1,252 Reduced 61.64%
779 $367 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 $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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