INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Elevance Health Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.37M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.87%
quarter
Elevance Health Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.39% | -74 shares | -122K | $454.24 | 3.01K |
| Q2 2022 | share | 0.00% | 0 shares | -26K | $482.58 | 3.09K | |
| Q1 2022 | share | Decrease | -0.16% | -5 shares | 83K | $491.22 | 3.09K |
| Q4 2021 | share | 0.00% | 0 shares | 281K | $467.15 | 3.09K | |
| Q3 2021 | share | 0.00% | 0 shares | -28K | $371.75 | 3.09K | |
| Q2 2021 | share | 0.00% | 0 shares | 71K | $379.57 | 3.09K | |
| Q1 2021 | share | Decrease | -0.55% | -17 shares | 111K | $355.81 | 3.09K |
| Q4 2020 | share | Decrease | -0.42% | -13 shares | 160K | $317.21 | 3.11K |
| Q3 2020 | share | Decrease | -4.05% | -132 shares | -17K | $264.57 | 3.12K |
| Q2 2020 | share | Increase | +3.86% | 121 shares | 145K | $258.12 | 3.25K |
| Q1 2020 | share | Decrease | -0.63% | -20 shares | -242K | $222.12 | 3.13K |
| Q4 2019 | share | Increase | +11.32% | 321 shares | 273K | $294.45 | 3.15K |
| Q3 2019 | share | 0.00% | 0 shares | -119K | $233.43 | 2.83K | |
| Q2 2019 | share | Decrease | -1.87% | -54 shares | -29K | $273.49 | 2.83K |
| Q1 2019 | share | 0.00% | 0 shares | 70K | $277.32 | 2.89K | |
| Q4 2018 | share | Increase | 0.00% | 2.89K shares | 759K | $253.12 | 2.89K |
| Q1 2018 | share | Decrease | -100.00% | -2.90K shares | -656K | $209.94 | 0 |
| Q4 2017 | share | Increase | 0.00% | 2.90K shares | 656K | $214.31 | 2.90K |
| Q3 2017 | share | Decrease | -100.00% | -2.95K shares | -556K | $180.29 | 0 |
| Q2 2017 | share | Increase | 0.00% | 2.95K shares | 556K | $177.98 | 2.95K |