Annex Advisory Services’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 | $424K | Sell |
5,421
-90
| -2% | -$7.04K | 0.01% | 229 |
|
|
2025
Q1 | $399K | Buy |
5,511
+90
| +2% | +$6.52K | 0.01% | 235 |
|
|
2024
Q4 | $401K | Buy |
5,421
+1,221
| +29% | +$90.4K | 0.01% | 228 |
|
|
2024
Q3 | $277K | Hold |
4,200
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $388K | Hold |
4,200
| – | – | 0.01% | 204 |
|
|
2024
Q1 | $401K | Sell |
4,200
-42
| -1% | -$4.01K | 0.01% | 201 |
|
|
2023
Q4 | $323K | Sell |
4,242
-116
| -3% | -$8.85K | 0.01% | 209 |
|
|
2023
Q3 | $302K | Buy |
+4,358
| New | +$302K | 0.02% | 191 |
|