ACM
Allred Capital Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
5,294
+162
| +3% | +$12.7K | 0.15% | 111 |
|
|
2025
Q1 | $372K | Sell |
5,132
-2,234
| -30% | -$162K | 0.15% | 126 |
|
|
2024
Q4 | $545K | Sell |
7,366
-1,729
| -19% | -$128K | 0.21% | 99 |
|
|
2024
Q3 | $600K | Buy |
9,095
+11
| +0.1% | +$726 | 0.24% | 92 |
|
|
2024
Q2 | $839K | Buy |
9,084
+1,103
| +14% | +$102K | 0.32% | 73 |
|
|
2024
Q1 | $763K | Buy |
7,981
+2,400
| +43% | +$229K | 0.3% | 77 |
|
|
2023
Q4 | $426K | Hold |
5,581
| – | – | 0.19% | 115 |
|
|
2023
Q3 | $387K | Buy |
5,581
+1,336
| +31% | +$92.6K | 0.19% | 102 |
|
|
2023
Q2 | $400K | Buy |
4,245
+42
| +1% | +$3.96K | 0.2% | 98 |
|
|
2023
Q1 | $348K | Buy |
4,203
+1
| +0% | +$83 | 0.18% | 103 |
|
|
2022
Q4 | $314K | Hold |
4,202
| – | – | 0.17% | 109 |
|
|
2022
Q3 | $347K | Hold |
4,202
| – | – | 0.22% | 96 |
|
|
2022
Q2 | $399K | Hold |
4,202
| – | – | 0.25% | 92 |
|
|
2022
Q1 | $494K | Sell |
4,202
-559
| -12% | -$65.7K | 0.26% | 94 |
|
|
2021
Q4 | $616K | Buy |
4,761
+209
| +5% | +$27K | 0.3% | 84 |
|
|
2021
Q3 | $515K | Sell |
4,552
-206
| -4% | -$23.3K | 0.27% | 96 |
|
|
2021
Q2 | $492K | Buy |
4,758
+954
| +25% | +$98.6K | 0.24% | 108 |
|
|
2021
Q1 | $318K | Buy |
3,804
+217
| +6% | +$18.2K | 0.14% | 146 |
|
|
2020
Q4 | $327K | Buy |
3,587
+464
| +15% | +$42.3K | 0.18% | 129 |
|
|
2020
Q3 | $249K | Buy |
+3,123
| New | +$249K | 0.15% | 138 |
|
|
2020
Q1 | – | Sell |
-252
| Closed | -$58.8K | – | 315 |
|
|
2019
Q4 | $58.8K | Buy |
+252
| New | +$58.8K | 0.03% | 317 |
|