Briaud Financial Planning’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 | $3K | Sell |
48
-40
| -45% | -$2.5K | ﹤0.01% | 306 |
|
|
2025
Q1 | $6K | Sell |
88
-12
| -12% | -$818 | ﹤0.01% | 152 |
|
|
2024
Q4 | $7K | Sell |
100
-76
| -43% | -$5.32K | ﹤0.01% | 144 |
|
|
2024
Q3 | $11K | Sell |
176
-36
| -17% | -$2.25K | 0.01% | 105 |
|
|
2024
Q2 | $19K | Sell |
212
-687
| -76% | -$61.6K | 0.01% | 90 |
|
|
2024
Q1 | $86K | Buy |
+899
| New | +$86K | 0.05% | 44 |
|
|
2023
Q4 | – | Sell |
-1,246
| Closed | -$86K | – | 66 |
|
|
2023
Q3 | $86K | Buy |
+1,246
| New | +$86K | 0.07% | 41 |
|