Bison Wealth’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,069
| Closed | -$203K | – | 353 |
|
|
2024
Q3 | $203K | Sell |
3,069
-555
| -15% | -$36.6K | 0.03% | 398 |
|
|
2024
Q2 | $346K | Hold |
3,624
| – | – | 0.06% | 300 |
|
|
2024
Q1 | $346K | Buy |
3,624
+2
| +0.1% | +$191 | 0.06% | 300 |
|
|
2023
Q4 | $276K | Hold |
3,622
| – | – | 0.05% | 330 |
|
|
2023
Q3 | $251K | Sell |
3,622
-6
| -0.2% | -$416 | 0.05% | 328 |
|
|
2023
Q2 | $342K | Buy |
3,628
+25
| +0.7% | +$2.36K | 0.06% | 270 |
|
|
2023
Q1 | $320K | Hold |
3,603
| – | – | 0.1% | 191 |
|
|
2022
Q4 | $274K | Sell |
3,603
-117
| -3% | -$8.9K | 0.09% | 218 |
|
|
2022
Q3 | $307K | Sell |
3,720
-45
| -1% | -$3.71K | 0.12% | 200 |
|
|
2022
Q2 | $358K | Sell |
3,765
-74
| -2% | -$7.04K | 0.21% | 128 |
|
|
2022
Q1 | $452K | Sell |
3,839
-108
| -3% | -$12.7K | 0.23% | 117 |
|
|
2021
Q4 | $511K | Sell |
3,947
-22
| -0.6% | -$2.85K | 0.3% | 84 |
|
|
2021
Q3 | $449K | Hold |
3,969
| – | – | 0.21% | 125 |
|
|
2021
Q2 | $411K | Buy |
3,969
+195
| +5% | +$20.2K | 0.18% | 145 |
|
|
2021
Q1 | $316K | Buy |
3,774
+90
| +2% | +$7.54K | 0.14% | 180 |
|
|
2020
Q4 | $336K | Hold |
3,684
| – | – | 0.16% | 160 |
|
|
2020
Q3 | $294K | Sell |
3,684
-144
| -4% | -$11.5K | 0.17% | 138 |
|
|
2020
Q2 | $265K | Buy |
3,828
+21
| +0.6% | +$1.45K | 0.17% | 146 |
|
|
2020
Q1 | $239K | Hold |
3,807
| – | – | 0.17% | 149 |
|
|
2019
Q4 | $296K | Hold |
3,807
| – | – | 0.14% | 171 |
|
|
2019
Q3 | $279K | Hold |
3,807
| – | – | 0.15% | 164 |
|
|
2019
Q2 | $234K | Hold |
3,807
| – | – | 0.14% | 186 |
|
|
2019
Q1 | $243K | Buy |
+3,807
| New | +$243K | 0.15% | 171 |
|
|
2018
Q4 | – | Sell |
-3,807
| Closed | -$221K | – | 219 |
|
|
2018
Q3 | $221K | Buy |
+3,807
| New | +$221K | 0.14% | 193 |
|
|
2016
Q4 | – | Sell |
-5,070
| Closed | -$204K | – | 192 |
|
|
2016
Q3 | $204K | Sell |
5,070
-9,012
| -64% | -$363K | 0.17% | 164 |
|
|
2016
Q2 | $468K | Buy |
+14,082
| New | +$468K | 0.28% | 108 |
|