Steward Partners Investment Advisory’s QuidelOrtho QDEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Sell |
622
-49
| -7% | -$1.41K | ﹤0.01% | 2971 |
|
|
2025
Q1 | $23.5K | Buy |
671
+18
| +3% | +$629 | ﹤0.01% | 2733 |
|
|
2024
Q4 | $29.1K | Buy |
653
+53
| +9% | +$2.36K | ﹤0.01% | 2603 |
|
|
2024
Q3 | $27.4K | Hold |
600
| – | – | ﹤0.01% | 2517 |
|
|
2024
Q2 | $19.9K | Buy |
+600
| New | +$19.9K | ﹤0.01% | 2543 |
|
|
2024
Q1 | – | Sell |
-118
| Closed | -$8.7K | – | 3651 |
|
|
2023
Q4 | $8.7K | Hold |
118
| – | – | ﹤0.01% | 2762 |
|
|
2023
Q3 | $8.62K | Hold |
118
| – | – | ﹤0.01% | 2650 |
|
|
2023
Q2 | $9.78K | Buy |
118
+103
| +687% | +$8.53K | ﹤0.01% | 2575 |
|
|
2023
Q1 | $1.34K | Hold |
15
| – | – | ﹤0.01% | 3087 |
|
|
2022
Q4 | $1.29K | Hold |
15
| – | – | ﹤0.01% | 3096 |
|
|
2022
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 3160 |
|
|
2022
Q1 | – | Sell |
-145
| Closed | -$20K | – | 3353 |
|
|
2021
Q4 | $20K | Sell |
145
-1,855
| -93% | -$256K | ﹤0.01% | 2322 |
|
|
2021
Q3 | $282K | Buy |
+2,000
| New | +$282K | ﹤0.01% | 1126 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$1K | – | 3480 |
|
|
2020
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 2804 |
|