Atticus Wealth 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 | $13.1K | Buy |
+168
| New | +$13.1K | ﹤0.01% | 452 |
|
2022
Q4 | – | Sell |
-45
| Closed | -$4K | – | 571 |
|
2022
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 446 |
|
2022
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 478 |
|
2022
Q1 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 460 |
|
2021
Q2 | – | Sell |
-750
| Closed | -$63K | – | 381 |
|
2021
Q1 | $63K | Hold |
750
| – | – | 0.03% | 193 |
|
2020
Q4 | $68K | Buy |
+750
| New | +$68K | 0.03% | 183 |
|