Wealthspire Advisors, LLC Elevance Health, Inc. Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 942 shares of ELV stock, worth $306,931. This represents 0.0% of its overall portfolio holdings.

Number of Shares

942

Previous 1,313 28.26%

Holding current value

$306,931

Previous $510,000 40.39%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$274.66 - $395.76 $101,898 - $146,826	-371 Reduced 28.26%	942 $304,000
Q2 2025 Aug 11, 2025	BUY	$372.27 - $452.69 $265,056 - $322,315	712 Added 118.47%	1,313 $510,000
Q1 2025 May 09, 2025	SELL	$365.9 - $436.25 $156,239 - $186,278	-427 Reduced 41.54%	601 $261,000
Q4 2024 Feb 03, 2025	BUY	$365.96 - $514.62 $68,800 - $96,748	188 Added 22.38%	1,028 $379,000
Q3 2024 Nov 13, 2024	BUY	$500.12 - $562.29 $181,043 - $203,548	362 Added 75.73%	840 $436,000

Q2 2024 Aug 08, 2024	SELL	$497.49 - $547.8 $15,919 - $17,529	-32 Reduced 6.27%	478 $259,000
Q1 2024 May 06, 2024	SELL	$464.61 - $519.96 $101,749 - $113,871	-219 Reduced 30.04%	510 $264,000
Q4 2023 Feb 06, 2024	BUY	$433.51 - $488.06 $20,808 - $23,426	48 Added 7.05%	729 $343,000
Q3 2023 Nov 06, 2023	SELL	$414.13 - $475.93 $561,146 - $644,885	-1,355 Reduced 66.55%	681 $296,000
Q2 2023 Jul 31, 2023	SELL	$436.33 - $496.2 $13,526 - $15,382	-31 Reduced 1.5%	2,036 $904,000
Q1 2023 May 09, 2023	SELL	$446.3 - $502.2 $178,073 - $200,377	-399 Reduced 16.18%	2,067 $950,000
Q4 2022 Feb 13, 2023	BUY	$465.23 - $546.77 $941,625 - $1.11 Million	2,024 Added 457.92%	2,466 $1.26 Million
Q3 2022 Nov 14, 2022	SELL	$445.98 - $507.0 $103,021 - $117,117	-231 Reduced 34.32%	442 $201,000
Q2 2022 Aug 09, 2022	BUY	$444.32 - $529.84 $299,027 - $356,582	673 New	673 $325,000
Q1 2022 May 09, 2022	SELL	$428.44 - $502.48 $366,744 - $430,122	-856 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$370.08 - $467.67 $114,724 - $144,977	-310 Reduced 26.59%	856 $397,000
Q3 2021 Nov 15, 2021	BUY	$357.51 - $398.13 $416,856 - $464,219	1,166 New	1,166 $435,000
Q2 2021 Aug 13, 2021	SELL	$352.19 - $401.9 $1.14 Million - $1.3 Million	-3,236 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$287.7 - $371.31 $49,484 - $63,865	172 Added 5.61%	3,236 $1.16 Million
Q4 2020 Feb 16, 2021	BUY	$270.17 - $333.15 $290,162 - $357,803	1,074 Added 53.97%	3,064 $984,000
Q3 2020 Nov 16, 2020	BUY	$245.73 - $284.63 $103,698 - $120,113	422 Added 26.91%	1,990 $534,000
Q2 2020 Aug 14, 2020	SELL	$203.3 - $300.59 $392,978 - $581,040	-1,933 Reduced 55.21%	1,568 $412,000
Q1 2020 May 12, 2020	BUY	$174.68 - $307.74 $611,554 - $1.08 Million	3,501 New	3,501 $795,000
Q1 2019 May 08, 2019	SELL	$248.42 - $317.42 $46,951 - $59,992	-189 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$249.0 - $296.25 $47,061 - $55,991	189 New	189 $50,000

Others Institutions Holding ELV

# of Institutions

1,782

Shares Held

199M

Call Options Held

2.38M

Put Options Held

2.17M

View Full List

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....

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Wealthspire Advisors, LLC Elevance Health, Inc. Transaction History