Cresset Asset Management’s SolarEdge SEDG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
10,057
-2,944
-23% -$60.1K ﹤0.01% 1483
2025
Q1
$210K Sell
13,001
-5,573
-30% -$90.2K ﹤0.01% 1485
2024
Q4
$253K Sell
18,574
-4,419
-19% -$60.1K ﹤0.01% 1413
2024
Q3
$527K Buy
22,993
+10,506
+84% +$241K ﹤0.01% 1459
2024
Q2
$315K Buy
12,487
+8,688
+229% +$219K ﹤0.01% 1651
2024
Q1
$270K Sell
3,799
-2,160
-36% -$153K ﹤0.01% 1617
2023
Q4
$558K Buy
5,959
+1,992
+50% +$186K ﹤0.01% 1158
2023
Q3
$514K Sell
3,967
-223
-5% -$28.9K ﹤0.01% 1136
2023
Q2
$1.13M Buy
+4,190
New +$1.13M ﹤0.01% 756
2022
Q1
Sell
-4,087
Closed -$1.15M 1122
2021
Q4
$1.15M Buy
4,087
+882
+28% +$248K 0.01% 415
2021
Q3
$850K Buy
3,205
+821
+34% +$218K 0.01% 447
2021
Q2
$659K Buy
2,384
+1,135
+91% +$314K 0.01% 473
2021
Q1
$359K Buy
1,249
+581
+87% +$167K 0.01% 594
2020
Q4
$213K Buy
+668
New +$213K ﹤0.01% 696
2019
Q2
Sell
-70
Closed -$3K 1468
2019
Q1
$3K Hold
70
﹤0.01% 1548
2018
Q4
$2K Buy
+70
New +$2K ﹤0.01% 1362