Barnes Pettey Financial 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
Q1 | – | Sell |
-2,810
| Closed | -$208K | – | 103 |
|
|
2024
Q4 | $208K | Buy |
+2,810
| New | +$208K | 0.16% | 98 |
|
|
2024
Q3 | – | Sell |
-3,035
| Closed | -$280K | – | 101 |
|
|
2024
Q2 | $280K | Hold |
3,035
| – | – | 0.24% | 70 |
|
|
2024
Q1 | $290K | Hold |
3,035
| – | – | 0.25% | 70 |
|
|
2023
Q4 | $231K | Hold |
3,035
| – | – | 0.19% | 89 |
|
|
2023
Q3 | $210K | Hold |
3,035
| – | – | 0.19% | 88 |
|
|
2023
Q2 | $286K | Hold |
3,035
| – | – | 0.25% | 75 |
|
|
2023
Q1 | $251K | Buy |
+3,035
| New | +$251K | 0.24% | 83 |
|