Bragg 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 | $279K | Buy |
3,568
+3
| +0.1% | +$235 | 0.01% | 308 |
|
|
2025
Q1 | $258K | Sell |
3,565
-41
| -1% | -$2.97K | 0.01% | 310 |
|
|
2024
Q4 | $267K | Hold |
3,606
| – | – | 0.01% | 305 |
|
|
2024
Q3 | $238K | Sell |
3,606
-438
| -11% | -$28.9K | 0.01% | 310 |
|
|
2024
Q2 | $374K | Hold |
4,044
| – | – | 0.02% | 261 |
|
|
2024
Q1 | $386K | Hold |
4,044
| – | – | 0.02% | 262 |
|
|
2023
Q4 | $308K | Hold |
4,044
| – | – | 0.01% | 274 |
|
|
2023
Q3 | $280K | Hold |
4,044
| – | – | 0.01% | 288 |
|
|
2023
Q2 | $381K | Hold |
4,044
| – | – | 0.02% | 262 |
|
|
2023
Q1 | $335K | Hold |
4,044
| – | – | 0.02% | 268 |
|
|
2022
Q4 | $302K | Sell |
4,044
-1,263
| -24% | -$94.2K | 0.02% | 272 |
|
|
2022
Q3 | $439K | Sell |
5,307
-442
| -8% | -$36.6K | 0.03% | 232 |
|
|
2022
Q2 | $547K | Sell |
5,749
-256
| -4% | -$24.4K | 0.04% | 221 |
|
|
2022
Q1 | $707K | Buy |
6,005
+13
| +0.2% | +$1.53K | 0.04% | 205 |
|
|
2021
Q4 | $678K | Hold |
5,992
| – | – | 0.04% | 198 |
|
|
2021
Q3 | $678K | Buy |
5,992
+84
| +1% | +$9.51K | 0.04% | 198 |
|
|
2021
Q2 | $612K | Sell |
5,908
-42
| -0.7% | -$4.35K | 0.04% | 207 |
|
|
2021
Q1 | $498K | Sell |
5,950
-437
| -7% | -$36.6K | 0.03% | 215 |
|
|
2020
Q4 | $583K | Buy |
6,387
+66
| +1% | +$6.02K | 0.05% | 193 |
|
|
2020
Q3 | $505K | Sell |
6,321
-210
| -3% | -$16.8K | 0.05% | 190 |
|
|
2020
Q2 | $451K | Sell |
6,531
-975
| -13% | -$67.3K | 0.05% | 193 |
|
|
2020
Q1 | $472K | Hold |
7,506
| – | – | 0.06% | 181 |
|
|
2019
Q4 | $584K | Sell |
7,506
-192
| -2% | -$14.9K | 0.07% | 186 |
|
|
2019
Q3 | $564K | Hold |
7,698
| – | – | 0.07% | 189 |
|
|
2019
Q2 | $474K | Hold |
7,698
| – | – | 0.06% | 199 |
|
|
2019
Q1 | $491K | Hold |
7,698
| – | – | 0.06% | 192 |
|
|
2018
Q4 | $393K | Hold |
7,698
| – | – | 0.06% | 198 |
|
|
2018
Q3 | $447K | Buy |
7,698
+111
| +1% | +$6.45K | 0.06% | 196 |
|
|
2018
Q2 | $368K | Hold |
7,587
| – | – | 0.05% | 211 |
|
|
2018
Q1 | $353K | Hold |
7,587
| – | – | 0.05% | 221 |
|
|
2017
Q4 | $285K | Hold |
7,587
| – | – | 0.04% | 234 |
|
|
2017
Q3 | $276K | Hold |
7,587
| – | – | 0.04% | 233 |
|
|
2017
Q2 | $299K | Buy |
+7,587
| New | +$299K | 0.05% | 237 |
|
|
2016
Q4 | – | Sell |
-5,556
| Closed | -$223K | – | 255 |
|
|
2016
Q3 | $223K | Buy |
+5,556
| New | +$223K | 0.04% | 242 |
|