Ascent Wealth Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Sell |
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|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $372K | Sell |
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|
2021
Q4 | $421K | Sell |
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|
2021
Q3 | $383K | Sell |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $265K | Buy |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Buy |
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|
2019
Q3 | $232K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $201K | Buy |
|