A detailed history of Sonoma Private Wealth LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 1,152 shares of ELV stock, worth $480,775. This represents 0.93% of its overall portfolio holdings.

Number of Shares
1,152
Previous 1,162 0.86%
Holding current value
$480,775
Previous $630 Million 4.84%
% of portfolio
0.93%
Previous 1.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$500.12 - $562.29 $5,001 - $5,622
-10 Reduced 0.86%
1,152 $599 Million
Q2 2024

Aug 14, 2024

SELL
$497.49 - $547.8 $9,452 - $10,408
-19 Reduced 1.61%
1,162 $630 Million
Q1 2024

May 09, 2024

BUY
$464.61 - $519.96 $32,987 - $36,917
71 Added 6.4%
1,181 $612 Million
Q4 2023

Feb 12, 2024

BUY
$433.51 - $488.06 $133,521 - $150,322
308 Added 38.4%
1,110 $523 Million
Q3 2023

Oct 30, 2023

BUY
$414.13 - $475.93 $34,786 - $39,978
84 Added 11.7%
802 $349 Million
Q2 2023

Aug 14, 2023

BUY
$436.33 - $496.2 $313,284 - $356,271
718 New
718 $319 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 $100B
  • 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 Sonoma Private Wealth LLC Portfolio

Follow Sonoma Private Wealth 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 Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.