JFS Wealth Advisors’s LivaNova LIVN Stock Holding History

JFS Wealth Advisors’s Portfolio LIVN Stock Details LIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21K	Hold	39	–	–	﹤0.01%	1454
2026 Q1	$2.48K	Buy	39 +17	+77%	+$1.1K	﹤0.01%	1443
2025 Q4	$1.35K	Buy	22 +11	+100%	+$629	﹤0.01%	1653
2025 Q3	$577	Sell	11 -5	-31%	-$252	﹤0.01%	1738
2025 Q2	$721	Buy	16 +7	+78%	+$289	﹤0.01%	1636
2025 Q1	$354	Sell	9 -19	-68%	-$852	﹤0.01%	1802
2024 Q4	$1.3K	Buy	28 +7	+33%	+$359	﹤0.01%	1625
2024 Q3	$1.1K	Sell	21 -5	-19%	-$248	﹤0.01%	1673
2024 Q2	$1.43K	Buy	26 +6	+30%	+$342	﹤0.01%	1559
2024 Q1	$1.12K	Hold	20	–	–	﹤0.01%	1632
2023 Q4	$1.03K	Sell	20 -10	-33%	-$484	﹤0.01%	1655
2023 Q3	$1.59K	Buy	30 +6	+25%	+$329	﹤0.01%	1452
2023 Q2	$1.24K	Sell	24 -4	-14%	-$188	﹤0.01%	1538
2023 Q1	$1.22K	Buy	28 +5	+22%	+$253	﹤0.01%	1524
2022 Q4	$1.28K	Buy	23 +17	+283%	+$868	﹤0.01%	1538
2022 Q3	$0	Sell	6 -2	-25%	-$119	﹤0.01%	1840
2022 Q2	$0	Sell	8 -13	-62%	-$921	﹤0.01%	1853
2022 Q1	$2K	Buy	21 +12	+133%	+$933	﹤0.01%	1441
2021 Q4	$1K	Buy	+9	New	+$750	﹤0.01%	1439

Other funds holding LIVN

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return