Axxcess Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
12,977
+5,019
| +63% | +$393K | 0.02% | 425 |
|
|
2025
Q1 | $577K | Sell |
7,958
-2,687
| -25% | -$195K | 0.02% | 515 |
|
|
2024
Q4 | $788K | Sell |
10,645
-1,166
| -10% | -$86.3K | 0.02% | 449 |
|
|
2024
Q3 | $779K | Sell |
11,811
-1,948
| -14% | -$129K | 0.02% | 449 |
|
|
2024
Q2 | $1.27M | Sell |
13,759
-6,080
| -31% | -$562K | 0.03% | 330 |
|
|
2024
Q1 | $1.9M | Buy |
19,839
+1,594
| +9% | +$152K | 0.05% | 257 |
|
|
2023
Q4 | $1.39M | Sell |
18,245
-62,401
| -77% | -$4.76M | 0.04% | 291 |
|
|
2023
Q3 | $5.59M | Buy |
80,646
+11,353
| +16% | +$787K | 0.19% | 101 |
|
|
2023
Q2 | $6.54M | Buy |
69,293
+1,382
| +2% | +$130K | 0.47% | 45 |
|
|
2023
Q1 | $5.62M | Buy |
67,911
+2,170
| +3% | +$180K | 0.43% | 49 |
|
|
2022
Q4 | $4.9M | Buy |
65,741
+10,064
| +18% | +$751K | 0.4% | 53 |
|
|
2022
Q3 | $4.6M | Buy |
55,677
+2,428
| +5% | +$201K | 0.44% | 44 |
|
|
2022
Q2 | $5.06M | Buy |
53,249
+1,267
| +2% | +$120K | 0.47% | 43 |
|
|
2022
Q1 | $6.12M | Buy |
51,982
+1,815
| +4% | +$214K | 0.48% | 42 |
|
|
2021
Q4 | $6.5M | Buy |
+50,167
| New | +$6.5M | 0.47% | 44 |
|