Capital Advisors Inc’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 | $423K | Sell |
5,403
-545
| -9% | -$42.6K | 0.01% | 216 |
|
|
2025
Q1 | $431K | Buy |
5,948
+16
| +0.3% | +$1.16K | 0.01% | 209 |
|
|
2024
Q4 | $439K | Sell |
5,932
-4,887
| -45% | -$362K | 0.01% | 208 |
|
|
2024
Q3 | $714K | Sell |
10,819
-15
| -0.1% | -$990 | 0.01% | 170 |
|
|
2024
Q2 | $1M | Sell |
10,834
-77
| -0.7% | -$7.11K | 0.02% | 146 |
|
|
2024
Q1 | $1.04M | Buy |
10,911
+42
| +0.4% | +$4.01K | 0.02% | 147 |
|
|
2023
Q4 | $829K | Sell |
10,869
-155
| -1% | -$11.8K | 0.02% | 164 |
|
|
2023
Q3 | $764K | Hold |
11,024
| – | – | 0.02% | 146 |
|
|
2023
Q2 | $1.04M | Sell |
11,024
-61
| -0.6% | -$5.75K | 0.03% | 133 |
|
|
2023
Q1 | $917K | Buy |
11,085
+61
| +0.6% | +$5.05K | 0.02% | 139 |
|
|
2022
Q4 | $823K | Buy |
11,024
+155
| +1% | +$11.6K | 0.02% | 150 |
|
|
2022
Q3 | $896K | Hold |
10,869
| – | – | 0.03% | 132 |
|
|
2022
Q2 | $1.03M | Sell |
10,869
-1,272
| -10% | -$121K | 0.03% | 128 |
|
|
2022
Q1 | $1.43M | Hold |
12,141
| – | – | 0.04% | 107 |
|
|
2021
Q4 | $1.57M | Hold |
12,141
| – | – | 0.04% | 111 |
|
|
2021
Q3 | $1.37M | Buy |
12,141
+4,887
| +67% | +$553K | 0.04% | 116 |
|
|
2021
Q2 | $751K | Hold |
7,254
| – | – | 0.02% | 137 |
|
|
2021
Q1 | $607K | Hold |
7,254
| – | – | 0.02% | 145 |
|
|
2020
Q4 | $662K | Sell |
7,254
-54
| -0.7% | -$4.93K | 0.02% | 124 |
|
|
2020
Q3 | $583K | Buy |
7,308
+2,454
| +51% | +$196K | 0.02% | 121 |
|
|
2020
Q2 | $376K | Hold |
4,854
| – | – | 0.02% | 138 |
|
|
2020
Q1 | $305K | Sell |
4,854
-18
| -0.4% | -$1.13K | 0.02% | 132 |
|
|
2019
Q4 | $379K | Sell |
4,872
-117
| -2% | -$9.1K | 0.02% | 143 |
|
|
2019
Q3 | $307K | Hold |
4,989
| – | – | 0.02% | 149 |
|
|
2019
Q2 | $307K | Buy |
+4,989
| New | +$307K | 0.02% | 149 |
|
|
2017
Q2 | – | Sell |
-15,564
| Closed | -$488K | – | 198 |
|
|
2017
Q1 | $488K | Buy |
+15,564
| New | +$488K | 0.03% | 136 |
|