Aspen Investment Management’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 | $800K | Sell |
10,231
-129
| -1% | -$10.1K | 0.34% | 76 |
|
|
2025
Q1 | $751K | Sell |
10,360
-251
| -2% | -$18.2K | 0.35% | 79 |
|
|
2024
Q4 | $786K | Sell |
10,611
-265
| -2% | -$19.6K | 0.36% | 73 |
|
|
2024
Q3 | $718K | Hold |
10,876
| – | – | 0.33% | 79 |
|
|
2024
Q2 | $1.01M | Buy |
10,876
+200
| +2% | +$18.5K | 0.5% | 59 |
|
|
2024
Q1 | $1.02M | Sell |
10,676
-250
| -2% | -$23.9K | 0.52% | 55 |
|
|
2023
Q4 | $833K | Buy |
10,926
+48
| +0.4% | +$3.66K | 0.47% | 67 |
|
|
2023
Q3 | $753K | Hold |
10,878
| – | – | 0.46% | 65 |
|
|
2023
Q2 | $1.03M | Hold |
10,878
| – | – | 0.61% | 51 |
|
|
2023
Q1 | $900K | Hold |
10,878
| – | – | 0.58% | 56 |
|
|
2022
Q4 | $812K | Sell |
10,878
-1,425
| -12% | -$106K | 0.53% | 66 |
|
|
2022
Q3 | $1.02M | Sell |
12,303
-200
| -2% | -$16.5K | 0.68% | 47 |
|
|
2022
Q2 | $1.19M | Sell |
12,503
-650
| -5% | -$61.8K | 0.74% | 43 |
|
|
2022
Q1 | $1.55M | Sell |
13,153
-25
| -0.2% | -$2.94K | 0.81% | 39 |
|
|
2021
Q4 | $1.71M | Buy |
13,178
+172
| +1% | +$22.3K | 0.84% | 33 |
|
|
2021
Q3 | $1.47M | Buy |
13,006
+1,330
| +11% | +$151K | 0.78% | 40 |
|
|
2021
Q2 | $1.21M | Buy |
11,676
+20
| +0.2% | +$2.07K | 0.63% | 50 |
|
|
2021
Q1 | $975K | Sell |
11,656
-410
| -3% | -$34.3K | 0.54% | 62 |
|
|
2020
Q4 | $1.1M | Sell |
12,066
-75
| -0.6% | -$6.84K | 0.65% | 54 |
|
|
2020
Q3 | $969K | Buy |
12,141
+100
| +0.8% | +$7.98K | 0.65% | 51 |
|
|
2020
Q2 | $832K | Sell |
12,041
-40
| -0.3% | -$2.76K | 0.6% | 56 |
|
|
2020
Q1 | $760K | Sell |
12,081
-1,086
| -8% | -$68.3K | 0.66% | 49 |
|
|
2019
Q4 | $1.02M | Sell |
13,167
-786
| -6% | -$61.1K | 0.64% | 53 |
|
|
2019
Q3 | $1.02M | Buy |
13,953
+339
| +2% | +$24.9K | 0.68% | 51 |
|
|
2019
Q2 | $838K | Buy |
13,614
+900
| +7% | +$55.4K | 0.55% | 60 |
|
|
2019
Q1 | $811K | Sell |
12,714
-255
| -2% | -$16.3K | 0.57% | 61 |
|
|
2018
Q4 | $662K | Hold |
12,969
| – | – | 0.53% | 62 |
|
|
2018
Q3 | $753K | Buy |
12,969
+330
| +3% | +$19.2K | 0.5% | 63 |
|
|
2018
Q2 | $613K | Sell |
12,639
-330
| -3% | -$16K | 0.42% | 75 |
|
|
2018
Q1 | $603K | Buy |
12,969
+300
| +2% | +$13.9K | 0.43% | 72 |
|
|
2017
Q4 | $476K | Sell |
12,669
-450
| -3% | -$16.9K | 0.34% | 87 |
|
|
2017
Q3 | $478K | Buy |
13,119
+1,005
| +8% | +$36.6K | 0.36% | 78 |
|
|
2017
Q2 | $477K | Buy |
12,114
+1,125
| +10% | +$44.3K | 0.36% | 77 |
|
|
2017
Q1 | $345K | Sell |
10,989
-231
| -2% | -$7.25K | 0.26% | 94 |
|
|
2016
Q4 | $350K | Hold |
11,220
| – | – | 0.26% | 86 |
|
|
2016
Q3 | $451K | Buy |
11,220
+180
| +2% | +$7.24K | 0.36% | 71 |
|
|
2016
Q2 | $367K | Hold |
11,040
| – | – | 0.3% | 76 |
|
|
2016
Q1 | $325K | Hold |
11,040
| – | – | 0.3% | 75 |
|
|
2015
Q4 | $291K | Hold |
11,040
| – | – | 0.29% | 89 |
|
|
2015
Q3 | $262K | Buy |
11,040
+180
| +2% | +$4.27K | 0.26% | 95 |
|
|
2015
Q2 | $258K | Hold |
10,860
| – | – | 0.22% | 106 |
|
|
2015
Q1 | $258K | Sell |
10,860
-150
| -1% | -$3.56K | 0.21% | 110 |
|
|
2014
Q4 | $234K | Buy |
+11,010
| New | +$234K | 0.2% | 113 |
|