Beaumont 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
Q2 | $793K | Buy |
10,136
+1,558
| +18% | +$122K | 0.06% | 171 |
|
|
2025
Q1 | $622K | Buy |
8,578
+71
| +0.8% | +$5.15K | 0.05% | 199 |
|
|
2024
Q4 | $630K | Sell |
8,507
-1
| -0% | -$74 | 0.05% | 196 |
|
|
2024
Q3 | $561K | Sell |
8,508
-92
| -1% | -$6.07K | 0.04% | 198 |
|
|
2024
Q2 | $794K | Buy |
8,600
+71
| +0.8% | +$6.56K | 0.06% | 166 |
|
|
2024
Q1 | $815K | Buy |
8,529
+10
| +0.1% | +$956 | 0.07% | 163 |
|
|
2023
Q4 | $650K | Buy |
8,519
+37
| +0.4% | +$2.82K | 0.06% | 171 |
|
|
2023
Q3 | $588K | Sell |
8,482
-1,991
| -19% | -$138K | 0.06% | 164 |
|
|
2023
Q2 | $988K | Buy |
10,473
+35
| +0.3% | +$3.3K | 0.09% | 135 |
|
|
2023
Q1 | $864K | Buy |
10,438
+11
| +0.1% | +$910 | 0.09% | 134 |
|
|
2022
Q4 | $778K | Sell |
10,427
-21
| -0.2% | -$1.57K | 0.08% | 143 |
|
|
2022
Q3 | $863K | Hold |
10,448
| – | – | 0.08% | 129 |
|
|
2022
Q2 | $994K | Buy |
10,448
+10
| +0.1% | +$951 | 0.09% | 123 |
|
|
2022
Q1 | $1.23M | Buy |
10,438
+6,115
| +141% | +$720K | 0.09% | 141 |
|
|
2021
Q4 | $560K | Hold |
4,323
| – | – | 0.04% | 193 |
|
|
2021
Q3 | $489K | Sell |
4,323
-1,000
| -19% | -$113K | 0.04% | 204 |
|
|
2021
Q2 | $551K | Buy |
+5,323
| New | +$551K | 0.04% | 198 |
|
|
2021
Q1 | – | Sell |
-2,327
| Closed | -$212K | – | 343 |
|
|
2020
Q4 | $212K | Buy |
+2,327
| New | +$212K | 0.02% | 317 |
|