B. Riley Wealth Advisors’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 | $319K | Buy |
+4,078
| New | +$319K | 0.02% | 672 |
|
|
2024
Q2 | – | Sell |
-21,065
| Closed | -$1.46M | – | 1455 |
|
|
2024
Q1 | $1.46M | Buy |
21,065
+9,390
| +80% | +$651K | 0.04% | 426 |
|
|
2023
Q4 | $890K | Sell |
11,675
-9,390
| -45% | -$716K | 0.02% | 570 |
|
|
2023
Q3 | $1.46M | Sell |
21,065
-1,098
| -5% | -$76.1K | 0.04% | 426 |
|
|
2023
Q2 | $2.09M | Buy |
22,163
+910
| +4% | +$85.8K | 0.05% | 362 |
|
|
2023
Q1 | $1.76M | Sell |
21,253
-13,320
| -39% | -$1.1M | 0.05% | 380 |
|
|
2022
Q4 | $2.58M | Sell |
34,573
-4,854
| -12% | -$362K | 0.07% | 277 |
|
|
2022
Q3 | $3.26M | Buy |
39,427
+1,864
| +5% | +$154K | 0.1% | 212 |
|
|
2022
Q2 | $3.57M | Buy |
37,563
+1,032
| +3% | +$98.1K | 0.15% | 147 |
|
|
2022
Q1 | $4.3M | Buy |
36,531
+70
| +0.2% | +$8.24K | 0.14% | 157 |
|
|
2021
Q4 | $4.72M | Sell |
36,461
-1,533
| -4% | -$199K | 0.14% | 158 |
|
|
2021
Q3 | $4.3M | Sell |
37,994
-3,497
| -8% | -$396K | 0.14% | 163 |
|
|
2021
Q2 | $4.3M | Buy |
41,491
+10,677
| +35% | +$1.11M | 0.14% | 171 |
|
|
2021
Q1 | $2.58M | Buy |
30,814
+20,336
| +194% | +$1.7M | 0.09% | 255 |
|
|
2020
Q4 | $956K | Sell |
10,478
-1,661
| -14% | -$152K | 0.05% | 344 |
|
|
2020
Q3 | $969K | Buy |
12,139
+1,604
| +15% | +$128K | 0.05% | 315 |
|
|
2020
Q2 | $729K | Buy |
10,535
+2,276
| +28% | +$157K | 0.05% | 343 |
|
|
2020
Q1 | $520K | Buy |
8,259
+1,782
| +28% | +$112K | 0.04% | 371 |
|
|
2019
Q4 | $505K | Buy |
6,477
+3,141
| +94% | +$245K | 0.04% | 433 |
|
|
2019
Q3 | $245K | Sell |
3,336
-111
| -3% | -$8.15K | 0.02% | 667 |
|
|
2019
Q2 | $213K | Buy |
+3,447
| New | +$213K | 0.02% | 692 |
|
|
2016
Q4 | – | Sell |
-13,275
| Closed | -$534K | – | 559 |
|
|
2016
Q3 | $534K | Buy |
13,275
+135
| +1% | +$5.43K | 0.1% | 246 |
|
|
2016
Q2 | $437K | Sell |
13,140
-63
| -0.5% | -$2.1K | 0.09% | 282 |
|
|
2016
Q1 | $388K | Buy |
+13,203
| New | +$388K | 0.09% | 279 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$6 | – | 1006 |
|
|
2014
Q4 | $6 | Buy |
+300
| New | +$6 | ﹤0.01% | 3070 |
|