Number of Shares
299.00
Current Holdings Value*
$155,480.00
% of Portfolio
4.72%
Total Estimate Gain
$492,763.08
% of Total Estimate Gain
5.20%

SYSTM Wealth Solutions LLC's Elevance Health Inc Holding Summary

As of 2024-09-30, SYSTM Wealth Solutions LLC held 299.00 shares of Elevance Health Inc(ELV), totaling $155,480.00. This investment constitutes 4.72% of their stock portfolio, and SYSTM Wealth Solutions LLC now holds 0% of the outstanding Elevance Health Inc(ELV) stock.

The initial trade took place in 2022Q4. And since then SYSTM Wealth Solutions LLC has made 3 purchases of ELV, at an average price of $499.75, for a total of 18,948.00 shares. In addition, there have been 4 sales at an average price of $528.74 for 18,649.00 shares. Based on historical transaction data and ELV's current price of $340.07, SYSTM Wealth Solutions LLC's estimated gain on his ELV holdings is $492,763.08, reflecting a 5.20% gain to date.

SYSTM Wealth Solutions LLC ELV ($340.07) Holding Chart

SYSTM Wealth Solutions LLC ELV ($340.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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