Bogart Wealth LLC’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.5K | Buy |
160
+111
| +227% | +$9.3K | ﹤0.01% | 899 |
|
|
2026
Q1 | $3.92K | Buy |
49
+13
| +36% | +$1.07K | ﹤0.01% | 1126 |
|
|
2025
Q4 | $3.07K | Buy |
36
+14
| +64% | +$1.15K | ﹤0.01% | 1101 |
|
|
2025
Q3 | $1.71K | Sell |
22
-7
| -24% | -$547 | ﹤0.01% | 1188 |
|
|
2025
Q2 | $2.27K | Sell |
29
-1,011
| -97% | -$75.4K | ﹤0.01% | 1083 |
|
|
2025
Q1 | $75.4K | Sell |
1,040
-91,728
| -99% | -$6.57M | ﹤0.01% | 339 |
|
|
2024
Q4 | $6.87M | Buy |
92,768
+25,657
| +38% | +$1.8M | 0.33% | 73 |
|
|
2024
Q3 | $4.43M | Buy |
67,111
+5,408
| +9% | +$393K | 0.21% | 94 |
|
|
2024
Q2 | $5.7M | Buy |
+61,703
| New | +$5.46M | 0.29% | 84 |
|
|
2023
Q4 | – | Sell |
-23
| Closed | -$1.59K | – | 1084 |
|
|
2023
Q3 | $1.59K | Hold |
23
| – | – | ﹤0.01% | 909 |
|
|
2023
Q2 | $2.17K | Sell |
23
-48
| -68% | -$4.17K | ﹤0.01% | 868 |
|
|
2023
Q1 | $5.87K | Sell |
71
-239
| -77% | -$18.8K | ﹤0.01% | 682 |
|
|
2022
Q4 | $23.1K | Buy |
310
+10
| +3% | +$771 | ﹤0.01% | 411 |
|
|
2022
Q3 | $25K | Buy |
+300
| New | +$28.9K | ﹤0.01% | 398 |
|
|
2022
Q2 | – | Sell |
-2,136
| Closed | -$251K | – | 907 |
|
|
2022
Q1 | $251K | Hold |
2,136
| – | – | 0.02% | 147 |
|
|
2021
Q4 | $277K | Hold |
2,136
| – | – | 0.03% | 143 |
|
|
2021
Q3 | $242K | Hold |
2,136
| – | – | 0.02% | 141 |
|
|
2021
Q2 | $221K | Hold |
2,136
| – | – | 0.02% | 142 |
|
|
2021
Q1 | $179K | Hold |
2,136
| – | – | 0.02% | 137 |
|
|
2020
Q4 | $194K | Buy |
2,136
+300
| +16% | +$24.9K | 0.04% | 130 |
|
|
2020
Q3 | $146K | Hold |
1,836
| – | – | 0.03% | 135 |
|
|
2020
Q2 | $127K | Hold |
1,836
| – | – | 0.03% | 133 |
|
|
2020
Q1 | $115K | Hold |
1,836
| – | – | 0.03% | 130 |
|
|
2019
Q4 | $143K | Hold |
1,836
| – | – | 0.05% | 123 |
|
|
2019
Q3 | $135K | Hold |
1,836
| – | – | 0.07% | 109 |
|
|
2019
Q2 | $113K | Hold |
1,836
| – | – | 0.07% | 110 |
|
|
2019
Q1 | $117K | Hold |
1,836
| – | – | 0.06% | 104 |
|
|
2018
Q4 | $93K | Hold |
1,836
| – | – | 0.05% | 105 |
|
|
2018
Q3 | $107K | Hold |
1,836
| – | – | 0.06% | 101 |
|
|
2018
Q2 | $89K | Sell |
1,836
-1,020
| -36% | -$47.6K | 0.05% | 106 |
|
|
2018
Q1 | $134K | Buy |
+2,856
| New | +$124K | 0.08% | 88 |
|
Other funds holding EW
Bogart Wealth LLC's EW Position: Q2 2026 in Review
Bogart Wealth LLC increased its Edwards Lifesciences (EW) stake by 227% in Q2 2026, buying an estimated $9.3K and bringing the position to 160 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #899.
Bogart Wealth LLC first reported a position in EW in Q1 2018 and has held it in 31 quarters since. The position peaked at $6.87M in Q4 2024. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- Bogart Wealth LLC held 160 shares of Edwards Lifesciences worth $14.5K as of Q2 2026.
- Bogart Wealth LLC bought 111 Edwards Lifesciences shares in Q2 2026, an estimated $9.3K.
- Edwards Lifesciences made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #899 holding.
- Bogart Wealth LLC first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 31 quarters since.
- Bogart Wealth LLC's Edwards Lifesciences position peaked at $6.87M in Q4 2024.
- 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.