BWP
Baldwin Wealth Partners’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
5,613
-1,035
| -16% | -$80.9K | 0.03% | 152 |
|
|
2025
Q1 | $482K | Sell |
6,648
-340
| -5% | -$24.6K | 0.03% | 146 |
|
|
2024
Q4 | $517K | Sell |
6,988
-5,300
| -43% | -$392K | 0.04% | 145 |
|
|
2024
Q3 | $811K | Sell |
12,288
-14,661
| -54% | -$967K | 0.06% | 137 |
|
|
2024
Q2 | $2.49M | Sell |
26,949
-708
| -3% | -$65.4K | 0.19% | 77 |
|
|
2024
Q1 | $2.64M | Sell |
27,657
-1,909
| -6% | -$182K | 0.2% | 78 |
|
|
2023
Q4 | $2.25M | Sell |
29,566
-4,975
| -14% | -$379K | 0.18% | 78 |
|
|
2023
Q3 | $2.39M | Buy |
34,541
+3,858
| +13% | +$267K | 0.21% | 81 |
|
|
2023
Q2 | $2.89M | Sell |
30,683
-312
| -1% | -$29.4K | 0.24% | 79 |
|
|
2023
Q1 | $2.56M | Buy |
30,995
+510
| +2% | +$42.2K | 0.22% | 84 |
|
|
2022
Q4 | $2.27M | Buy |
+30,485
| New | +$2.27M | 0.21% | 90 |
|
|
2021
Q3 | – | Sell |
-10
| Closed | -$1K | – | 649 |
|
|
2021
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 640 |
|
|
2017
Q1 | – | Sell |
-8
| Closed | -$1K | – | 506 |
|
|
2016
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 500 |
|
|
2016
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 520 |
|