AE 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 | $7.18M | Buy |
91,755
+1,253
| +1% | +$98K | 0.05% | 301 |
|
|
2025
Q1 | $6.56M | Buy |
90,502
+14,334
| +19% | +$1.04M | 0.06% | 296 |
|
|
2024
Q4 | $5.64M | Buy |
76,168
+72,148
| +1,795% | +$5.34M | 0.05% | 323 |
|
|
2024
Q3 | $265K | Sell |
4,020
-598
| -13% | -$39.5K | ﹤0.01% | 1072 |
|
|
2024
Q2 | $427K | Buy |
4,618
+594
| +15% | +$54.9K | ﹤0.01% | 926 |
|
|
2024
Q1 | $385K | Sell |
4,024
-19,205
| -83% | -$1.84M | ﹤0.01% | 891 |
|
|
2023
Q4 | $1.7M | Sell |
23,229
-5,142
| -18% | -$377K | 0.01% | 960 |
|
|
2023
Q3 | $1.97M | Sell |
28,371
-52,036
| -65% | -$3.61M | 0.01% | 855 |
|
|
2023
Q2 | $7.58M | Buy |
80,407
+14,543
| +22% | +$1.37M | 0.05% | 433 |
|
|
2023
Q1 | $5.45M | Buy |
65,864
+41,469
| +170% | +$3.43M | 0.04% | 486 |
|
|
2022
Q4 | $1.82M | Buy |
24,395
+1,972
| +9% | +$147K | 0.01% | 784 |
|
|
2022
Q3 | $1.85M | Sell |
22,423
-2,373
| -10% | -$196K | 0.01% | 724 |
|
|
2022
Q2 | $2.36M | Buy |
24,796
+1,361
| +6% | +$129K | 0.02% | 613 |
|
|
2022
Q1 | $2.76M | Sell |
23,435
-1,732
| -7% | -$204K | 0.02% | 616 |
|
|
2021
Q4 | $3.26M | Sell |
25,167
-5,290
| -17% | -$685K | 0.02% | 542 |
|
|
2021
Q3 | $3.45M | Buy |
30,457
+7,513
| +33% | +$851K | 0.03% | 471 |
|
|
2021
Q2 | $2.38M | Sell |
22,944
-6,718
| -23% | -$696K | 0.02% | 580 |
|
|
2021
Q1 | $2.48M | Buy |
29,662
+1,614
| +6% | +$135K | 0.03% | 514 |
|
|
2020
Q4 | $2.56M | Sell |
28,048
-2,291
| -8% | -$209K | 0.03% | 430 |
|
|
2020
Q3 | $2.42M | Buy |
30,339
+9,883
| +48% | +$789K | 0.03% | 384 |
|
|
2020
Q2 | $1.41M | Buy |
20,456
+668
| +3% | +$46.2K | 0.02% | 509 |
|
|
2020
Q1 | $1.24M | Buy |
19,788
+9,792
| +98% | +$616K | 0.03% | 424 |
|
|
2019
Q4 | $777K | Buy |
9,996
+3,603
| +56% | +$280K | 0.02% | 587 |
|
|
2019
Q3 | $469K | Sell |
6,393
-48
| -0.7% | -$3.52K | 0.01% | 633 |
|
|
2019
Q2 | $397K | Sell |
6,441
-1,992
| -24% | -$123K | 0.01% | 652 |
|
|
2019
Q1 | $538K | Buy |
+8,433
| New | +$538K | 0.04% | 327 |
|
|
2018
Q4 | – | Sell |
-4,344
| Closed | -$252K | – | 513 |
|
|
2018
Q3 | $252K | Sell |
4,344
-201
| -4% | -$11.7K | 0.01% | 495 |
|
|
2018
Q2 | $221K | Buy |
+4,545
| New | +$221K | 0.02% | 399 |
|