Allworth Financial’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 | $315K | Buy |
4,029
+516
| +15% | +$40.4K | ﹤0.01% | 995 |
|
|
2025
Q1 | $264K | Buy |
3,513
+208
| +6% | +$15.6K | ﹤0.01% | 859 |
|
|
2024
Q4 | $228K | Sell |
3,305
-32
| -1% | -$2.21K | ﹤0.01% | 898 |
|
|
2024
Q3 | $220K | Sell |
3,337
-1,218
| -27% | -$80.4K | ﹤0.01% | 790 |
|
|
2024
Q2 | $394K | Buy |
4,555
+545
| +14% | +$47.1K | ﹤0.01% | 627 |
|
|
2024
Q1 | $383K | Buy |
4,010
+239
| +6% | +$22.8K | ﹤0.01% | 619 |
|
|
2023
Q4 | $288K | Sell |
3,771
-617
| -14% | -$47K | ﹤0.01% | 642 |
|
|
2023
Q3 | $304K | Sell |
4,388
-557
| -11% | -$38.6K | ﹤0.01% | 602 |
|
|
2023
Q2 | $466K | Sell |
4,945
-70
| -1% | -$6.6K | ﹤0.01% | 518 |
|
|
2023
Q1 | $415K | Buy |
5,015
+122
| +2% | +$10.1K | ﹤0.01% | 502 |
|
|
2022
Q4 | $365K | Sell |
4,893
-57
| -1% | -$4.25K | ﹤0.01% | 520 |
|
|
2022
Q3 | $409K | Sell |
4,950
-337
| -6% | -$27.8K | 0.01% | 463 |
|
|
2022
Q2 | $503K | Buy |
5,287
+132
| +3% | +$12.6K | 0.01% | 395 |
|
|
2022
Q1 | $607K | Buy |
5,155
+118
| +2% | +$13.9K | 0.01% | 368 |
|
|
2021
Q4 | $653K | Buy |
5,037
+960
| +24% | +$124K | 0.01% | 342 |
|
|
2021
Q3 | $462K | Buy |
4,077
+3,529
| +644% | +$400K | 0.01% | 339 |
|
|
2021
Q2 | $57K | Sell |
548
-256
| -32% | -$26.6K | ﹤0.01% | 588 |
|
|
2021
Q1 | $67K | Sell |
804
-150
| -16% | -$12.5K | ﹤0.01% | 512 |
|
|
2020
Q4 | $87K | Hold |
954
| – | – | ﹤0.01% | 389 |
|
|
2020
Q3 | $76K | Sell |
954
-2,028
| -68% | -$162K | ﹤0.01% | 366 |
|
|
2020
Q2 | $206K | Buy |
2,982
+930
| +45% | +$64.2K | 0.01% | 236 |
|
|
2020
Q1 | $129K | Hold |
2,052
| – | – | ﹤0.01% | 288 |
|
|
2019
Q4 | $160K | Buy |
2,052
+24
| +1% | +$1.87K | 0.01% | 209 |
|
|
2019
Q3 | $149K | Hold |
2,028
| – | – | 0.01% | 195 |
|
|
2019
Q2 | $125K | Hold |
2,028
| – | – | ﹤0.01% | 210 |
|
|
2019
Q1 | $129K | Hold |
2,028
| – | – | 0.01% | 209 |
|
|
2018
Q4 | $104K | Hold |
2,028
| – | – | 0.01% | 211 |
|
|
2018
Q3 | $118K | Sell |
2,028
-1,050
| -34% | -$61.1K | 0.01% | 203 |
|
|
2018
Q2 | $149K | Buy |
3,078
+1,050
| +52% | +$50.8K | 0.01% | 182 |
|
|
2018
Q1 | $94K | Hold |
2,028
| – | – | 0.01% | 178 |
|
|
2017
Q4 | $76K | Hold |
2,028
| – | – | 0.01% | 195 |
|
|
2017
Q3 | $74K | Hold |
2,028
| – | – | 0.01% | 194 |
|
|
2017
Q2 | $80K | Buy |
2,028
+1,428
| +238% | +$56.3K | 0.01% | 196 |
|
|
2017
Q1 | $19K | Sell |
600
-2,082
| -78% | -$65.9K | ﹤0.01% | 367 |
|
|
2016
Q4 | $84K | Buy |
2,682
+756
| +39% | +$23.7K | 0.01% | 169 |
|
|
2016
Q3 | $77K | Buy |
1,926
+1,326
| +221% | +$53K | 0.01% | 169 |
|
|
2016
Q2 | $20K | Buy |
+600
| New | +$20K | ﹤0.01% | 308 |
|