Arete Wealth 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
Q1 | – | Sell |
-4,139
| Closed | -$307K | – | 739 |
|
|
2024
Q4 | $307K | Buy |
4,139
+700
| +20% | +$51.9K | 0.02% | 549 |
|
|
2024
Q3 | $225K | Sell |
3,439
-150
| -4% | -$9.81K | 0.02% | 617 |
|
|
2024
Q2 | $332K | Buy |
+3,589
| New | +$332K | 0.03% | 511 |
|
|
2024
Q1 | – | Sell |
-3,988
| Closed | -$304K | – | 482 |
|
|
2023
Q4 | $304K | Buy |
3,988
+108
| +3% | +$8.24K | 0.02% | 548 |
|
|
2023
Q3 | $269K | Sell |
3,880
-344
| -8% | -$23.8K | 0.05% | 369 |
|
|
2023
Q2 | $398K | Sell |
4,224
-3,488
| -45% | -$329K | 0.04% | 415 |
|
|
2023
Q1 | $638K | Buy |
7,712
+71
| +0.9% | +$5.87K | 0.05% | 290 |
|
|
2022
Q4 | $570M | Buy |
7,641
+2,173
| +40% | +$162M | 0.05% | 300 |
|
|
2022
Q3 | $452K | Sell |
5,468
-4
| -0.1% | -$331 | 0.04% | 319 |
|
|
2022
Q2 | $520K | Sell |
5,472
-270
| -5% | -$25.7K | 0.05% | 237 |
|
|
2022
Q1 | $676K | Sell |
5,742
-502
| -8% | -$59.1K | 0.06% | 233 |
|
|
2021
Q4 | $802K | Buy |
6,244
+595
| +11% | +$76.4K | 0.07% | 212 |
|
|
2021
Q3 | $640K | Buy |
5,649
+555
| +11% | +$62.9K | 0.07% | 215 |
|
|
2021
Q2 | $460K | Buy |
5,094
+108
| +2% | +$9.75K | 0.06% | 218 |
|
|
2021
Q1 | $417K | Buy |
4,986
+125
| +3% | +$10.5K | 0.05% | 266 |
|
|
2020
Q4 | $442K | Buy |
4,861
+127
| +3% | +$11.5K | 0.06% | 251 |
|
|
2020
Q3 | $373K | Buy |
4,734
+390
| +9% | +$30.7K | 0.06% | 259 |
|
|
2020
Q2 | $300K | Buy |
4,344
+264
| +6% | +$18.2K | 0.05% | 296 |
|
|
2020
Q1 | $257K | Sell |
4,080
-681
| -14% | -$42.9K | 0.05% | 266 |
|
|
2019
Q4 | $370K | Sell |
4,761
-300
| -6% | -$23.3K | 0.06% | 269 |
|
|
2019
Q3 | $371K | Buy |
5,061
+459
| +10% | +$33.6K | 0.07% | 259 |
|
|
2019
Q2 | $283K | Buy |
4,602
+333
| +8% | +$20.5K | 0.05% | 307 |
|
|
2019
Q1 | $272K | Sell |
4,269
-30
| -0.7% | -$1.91K | 0.06% | 303 |
|
|
2018
Q4 | $219K | Hold |
4,299
| – | – | 0.05% | 319 |
|
|
2018
Q3 | $249K | Buy |
+4,299
| New | +$249K | 0.06% | 302 |
|