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