AO
Advisor OS’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,102
| Closed | -$1.39M | – | 411 |
|
|
2024
Q2 | $1.39M | Sell |
15,102
-216
| -1% | -$20K | 0.15% | 115 |
|
|
2024
Q1 | $1.46M | Buy |
15,318
+1,690
| +12% | +$161K | 0.17% | 110 |
|
|
2023
Q4 | $1.04M | Sell |
13,628
-472
| -3% | -$36K | 0.14% | 137 |
|
|
2023
Q3 | $977K | Buy |
14,100
+1,574
| +13% | +$109K | 0.15% | 134 |
|
|
2023
Q2 | $1.18M | Buy |
12,526
+2,755
| +28% | +$260K | 0.19% | 102 |
|
|
2023
Q1 | $808K | Buy |
9,771
+284
| +3% | +$23.5K | 0.19% | 129 |
|
|
2022
Q4 | $708K | Buy |
9,487
+1,666
| +21% | +$124K | 0.19% | 123 |
|
|
2022
Q3 | $645K | Sell |
7,821
-1,622
| -17% | -$134K | 0.19% | 107 |
|
|
2022
Q2 | $898K | Sell |
9,443
-44
| -0.5% | -$4.18K | 0.26% | 89 |
|
|
2022
Q1 | $1.12M | Sell |
9,487
-3,118
| -25% | -$367K | 0.32% | 75 |
|
|
2021
Q4 | $1.63M | Buy |
12,605
+570
| +5% | +$73.8K | 0.33% | 76 |
|
|
2021
Q3 | $1.36M | Sell |
12,035
-30
| -0.2% | -$3.4K | 0.3% | 78 |
|
|
2021
Q2 | $1.25M | Buy |
12,065
+2,393
| +25% | +$248K | 0.26% | 75 |
|
|
2021
Q1 | $810K | Buy |
9,672
+1,345
| +16% | +$113K | 0.18% | 98 |
|
|
2020
Q4 | $759K | Buy |
8,327
+3,373
| +68% | +$307K | 0.2% | 70 |
|
|
2020
Q3 | $395K | Buy |
4,954
+1,705
| +52% | +$136K | 0.17% | 67 |
|
|
2020
Q2 | $225K | Buy |
+3,249
| New | +$225K | 0.13% | 120 |
|