GA
Geller Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $225K | Sell |
3,046
-500
| -14% | -$37K | 0.01% | 238 |
|
|
2024
Q3 | $234K | Buy |
3,546
+233
| +7% | +$15.4K | 0.02% | 236 |
|
|
2024
Q2 | $306K | Buy |
3,313
+120
| +4% | +$11.1K | 0.02% | 203 |
|
|
2024
Q1 | $305K | Sell |
3,193
-41
| -1% | -$3.92K | 0.02% | 205 |
|
|
2023
Q4 | $247K | Buy |
3,234
+343
| +12% | +$26.2K | 0.02% | 234 |
|
|
2023
Q3 | $200K | Sell |
2,891
-2,756
| -49% | -$191K | 0.02% | 246 |
|
|
2023
Q2 | $533K | Buy |
5,647
+3,162
| +127% | +$298K | 0.07% | 105 |
|
|
2023
Q1 | $206K | Buy |
+2,485
| New | +$206K | 0.03% | 174 |
|
|
2022
Q2 | – | Sell |
-1,965
| Closed | -$231K | – | 143 |
|
|
2022
Q1 | $231K | Buy |
1,965
+120
| +7% | +$14.1K | 0.04% | 142 |
|
|
2021
Q4 | $239K | Buy |
1,845
+2
| +0.1% | +$259 | 0.05% | 144 |
|
|
2021
Q3 | $209K | Sell |
1,843
-121
| -6% | -$13.7K | 0.05% | 152 |
|
|
2021
Q2 | $203K | Buy |
+1,964
| New | +$203K | 0.04% | 139 |
|
|
2019
Q4 | – | Sell |
-1,050
| Closed | -$231K | – | 66 |
|
|
2019
Q3 | $231K | Buy |
+1,050
| New | +$231K | 0.08% | 58 |
|