Act Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+2,720
| New | +$213K | 0.09% | 48 |
|
|
2025
Q1 | – | Sell |
-2,720
| Closed | -$201K | – | 54 |
|
|
2024
Q4 | $201K | Buy |
+2,720
| New | +$201K | 0.09% | 41 |
|
|
2024
Q3 | – | Sell |
-2,920
| Closed | -$270K | – | 50 |
|
|
2024
Q2 | $270K | Sell |
2,920
-100
| -3% | -$9.24K | 0.13% | 29 |
|
|
2024
Q1 | $289K | Hold |
3,020
| – | – | 0.15% | 26 |
|
|
2023
Q4 | $230K | Hold |
3,020
| – | – | 0.12% | 34 |
|
|
2023
Q3 | $209K | Hold |
3,020
| – | – | 0.14% | 32 |
|
|
2023
Q2 | $285K | Sell |
3,020
-80
| -3% | -$7.55K | 0.16% | 29 |
|
|
2023
Q1 | $256K | Hold |
3,100
| – | – | 0.15% | 30 |
|
|
2022
Q4 | $231K | Hold |
3,100
| – | – | 0.15% | 32 |
|
|
2022
Q3 | $256K | Hold |
3,100
| – | – | 0.18% | 26 |
|
|
2022
Q2 | $295K | Hold |
3,100
| – | – | 0.19% | 24 |
|
|
2022
Q1 | $365K | Sell |
3,100
-200
| -6% | -$23.5K | 0.21% | 24 |
|
|
2021
Q4 | $428K | Buy |
+3,300
| New | +$428K | 0.25% | 21 |
|
|
2021
Q3 | – | Sell |
-3,300
| Closed | -$342K | – | 34 |
|
|
2021
Q2 | $342K | Hold |
3,300
| – | – | 0.21% | 21 |
|
|
2021
Q1 | $276K | Buy |
+3,300
| New | +$276K | 0.18% | 24 |
|