Aptus Capital Advisors’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 | $1.19M | Buy |
15,182
+4,796
| +46% | +$375K | 0.01% | 487 |
|
|
2025
Q1 | $753K | Buy |
10,386
+385
| +4% | +$27.9K | 0.01% | 553 |
|
|
2024
Q4 | $740K | Buy |
10,001
+2,052
| +26% | +$152K | 0.01% | 534 |
|
|
2024
Q3 | $525K | Sell |
7,949
-222
| -3% | -$14.7K | 0.01% | 524 |
|
|
2024
Q2 | $755K | Buy |
8,171
+261
| +3% | +$24.1K | 0.01% | 429 |
|
|
2024
Q1 | $756K | Buy |
7,910
+2,316
| +41% | +$221K | 0.01% | 425 |
|
|
2023
Q4 | $427K | Sell |
5,594
-776
| -12% | -$59.2K | 0.01% | 407 |
|
|
2023
Q3 | $441K | Buy |
6,370
+2,587
| +68% | +$179K | 0.01% | 402 |
|
|
2023
Q2 | $357K | Buy |
3,783
+155
| +4% | +$14.6K | 0.01% | 359 |
|
|
2023
Q1 | $300K | Sell |
3,628
-371
| -9% | -$30.7K | 0.01% | 391 |
|
|
2022
Q4 | $298K | Sell |
3,999
-225
| -5% | -$16.8K | 0.01% | 412 |
|
|
2022
Q3 | $349K | Sell |
4,224
-363
| -8% | -$30K | 0.01% | 363 |
|
|
2022
Q2 | $436K | Buy |
4,587
+243
| +6% | +$23.1K | 0.01% | 283 |
|
|
2022
Q1 | $511K | Sell |
4,344
-34,144
| -89% | -$4.02M | 0.01% | 295 |
|
|
2021
Q4 | $4.99M | Buy |
38,488
+5,346
| +16% | +$693K | 0.15% | 85 |
|
|
2021
Q3 | $3.75M | Buy |
33,142
+2,664
| +9% | +$302K | 0.1% | 96 |
|
|
2021
Q2 | $3.16M | Sell |
30,478
-8,351
| -22% | -$865K | 0.09% | 92 |
|
|
2021
Q1 | $3.25M | Hold |
38,829
| – | – | 0.12% | 76 |
|
|
2020
Q4 | $3.54M | Buy |
38,829
+5,586
| +17% | +$510K | 0.16% | 66 |
|
|
2020
Q3 | $2.65M | Buy |
+33,243
| New | +$2.65M | 0.14% | 72 |
|
|
2019
Q4 | – | Sell |
-39,585
| Closed | -$2.9M | – | 469 |
|
|
2019
Q3 | $2.9M | Sell |
39,585
-4,329
| -10% | -$317K | 0.16% | 49 |
|
|
2019
Q2 | $2.7M | Buy |
+43,914
| New | +$2.7M | 0.38% | 40 |
|