Avantax Advisory Services’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 | $1.01M | Buy |
12,928
+2,221
| +21% | +$174K | 0.01% | 1166 |
|
2025
Q1 | $776K | Buy |
10,707
+1,032
| +11% | +$74.8K | ﹤0.01% | 1221 |
|
2024
Q4 | $716K | Buy |
9,675
+1,043
| +12% | +$77.2K | ﹤0.01% | 1227 |
|
2024
Q3 | $570K | Sell |
8,632
-12,077
| -58% | -$797K | ﹤0.01% | 1330 |
|
2024
Q2 | $1.91M | Buy |
20,709
+13,822
| +201% | +$1.28M | 0.01% | 678 |
|
2024
Q1 | $658K | Buy |
6,887
+272
| +4% | +$26K | 0.01% | 920 |
|
2023
Q4 | $504K | Buy |
6,615
+46
| +0.7% | +$3.51K | 0.01% | 976 |
|
2023
Q3 | $455K | Sell |
6,569
-1,133
| -15% | -$78.5K | 0.01% | 984 |
|
2023
Q2 | $727K | Sell |
7,702
-36
| -0.5% | -$3.4K | 0.01% | 795 |
|
2023
Q1 | $640K | Buy |
7,738
+50
| +0.7% | +$4.14K | 0.01% | 816 |
|
2022
Q4 | $574K | Buy |
7,688
+1,628
| +27% | +$121K | 0.01% | 806 |
|
2022
Q3 | $501K | Sell |
6,060
-600
| -9% | -$49.6K | 0.01% | 777 |
|
2022
Q2 | $633K | Buy |
6,660
+707
| +12% | +$67.2K | 0.01% | 687 |
|
2022
Q1 | $699K | Buy |
5,953
+338
| +6% | +$39.7K | 0.01% | 659 |
|
2021
Q4 | $727K | Sell |
5,615
-618
| -10% | -$80K | 0.01% | 622 |
|
2021
Q3 | $702K | Sell |
6,233
-672
| -10% | -$75.7K | 0.01% | 588 |
|
2021
Q2 | $717K | Buy |
6,905
+1,501
| +28% | +$156K | 0.01% | 568 |
|
2021
Q1 | $457K | Buy |
5,404
+236
| +5% | +$20K | 0.01% | 649 |
|
2020
Q4 | $473K | Sell |
5,168
-6,630
| -56% | -$607K | 0.01% | 573 |
|
2020
Q3 | $944K | Buy |
11,798
+6,302
| +115% | +$504K | 0.02% | 553 |
|
2020
Q2 | $372K | Buy |
5,496
+960
| +21% | +$65K | 0.01% | 567 |
|
2020
Q1 | $284K | Buy |
+4,536
| New | +$284K | 0.01% | 597 |
|