Carson Wealth (CWM LLC)’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
40,851
+7,935
| +24% | +$621K | 0.01% | 755 |
|
|
2025
Q1 | $2.39M | Buy |
32,916
+8,772
| +36% | +$636K | 0.01% | 773 |
|
|
2024
Q4 | $1.79M | Buy |
24,144
+3,930
| +19% | +$291K | 0.01% | 825 |
|
|
2024
Q3 | $1.33M | Sell |
20,214
-5,302
| -21% | -$350K | 0.01% | 874 |
|
|
2024
Q2 | $2.36M | Sell |
25,516
-3
| -0% | -$277 | 0.01% | 600 |
|
|
2024
Q1 | $2.44M | Buy |
25,519
+8,026
| +46% | +$767K | 0.01% | 569 |
|
|
2023
Q4 | $1.33M | Sell |
17,493
-3,835
| -18% | -$292K | 0.01% | 691 |
|
|
2023
Q3 | $1.48M | Buy |
21,328
+73
| +0.3% | +$5.06K | 0.01% | 615 |
|
|
2023
Q2 | $2.01M | Buy |
21,255
+597
| +3% | +$56.3K | 0.01% | 519 |
|
|
2023
Q1 | $1.71M | Buy |
20,658
+2,354
| +13% | +$195K | 0.01% | 507 |
|
|
2022
Q4 | $1.37M | Sell |
18,304
-123,587
| -87% | -$9.22M | 0.01% | 527 |
|
|
2022
Q3 | $11.7M | Buy |
141,891
+3,557
| +3% | +$294K | 0.09% | 176 |
|
|
2022
Q2 | $13.2M | Sell |
138,334
-8,679
| -6% | -$825K | 0.1% | 165 |
|
|
2022
Q1 | $17.3M | Sell |
147,013
-722
| -0.5% | -$85K | 0.12% | 155 |
|
|
2021
Q4 | $19.1M | Buy |
+147,735
| New | +$19.1M | 0.13% | 148 |
|
|
2021
Q2 | $24.8M | Hold |
239,829
| – | – | 0.2% | 105 |
|
|
2021
Q1 | $24.8M | Hold |
239,829
| – | – | 0.2% | 105 |
|
|
2020
Q4 | $24.8M | Hold |
239,829
| – | – | 0.2% | 105 |
|
|
2020
Q3 | $24.8M | Hold |
239,829
| – | – | 0.2% | 105 |
|
|
2020
Q2 | $24.8M | Sell |
239,829
-479,658
| -67% | -$49.7M | 0.2% | 105 |
|
|
2020
Q1 | $24.8M | Hold |
719,487
| – | – | 0.2% | 105 |
|
|
2019
Q4 | $24.8M | Hold |
719,487
| – | – | 0.2% | 105 |
|
|
2019
Q3 | $24.8M | Hold |
719,487
| – | – | 0.2% | 105 |
|
|
2019
Q2 | $24.8M | Hold |
719,487
| – | – | 0.2% | 105 |
|
|
2019
Q1 | $24.8M | Buy |
719,487
+716,445
| +23,552% | +$24.7M | 0.2% | 105 |
|
|
2018
Q4 | $155K | Buy |
3,042
+558
| +22% | +$28.4K | ﹤0.01% | 649 |
|
|
2018
Q3 | $144K | Sell |
2,484
-21
| -0.8% | -$1.22K | ﹤0.01% | 566 |
|
|
2018
Q2 | $122K | Buy |
2,505
+540
| +27% | +$26.3K | ﹤0.01% | 492 |
|
|
2018
Q1 | $91K | Sell |
1,965
-3
| -0.2% | -$139 | ﹤0.01% | 458 |
|
|
2017
Q4 | $74K | Buy |
1,968
+87
| +5% | +$3.27K | ﹤0.01% | 461 |
|
|
2017
Q3 | $69K | Buy |
1,881
+198
| +12% | +$7.26K | ﹤0.01% | 464 |
|
|
2017
Q2 | $66K | Sell |
1,683
-90
| -5% | -$3.53K | ﹤0.01% | 435 |
|
|
2017
Q1 | $56K | Sell |
1,773
-21
| -1% | -$663 | ﹤0.01% | 434 |
|
|
2016
Q4 | $56K | Buy |
1,794
+285
| +19% | +$8.9K | ﹤0.01% | 431 |
|
|
2016
Q3 | $61K | Buy |
1,509
+1,365
| +948% | +$55.2K | ﹤0.01% | 393 |
|
|
2016
Q2 | $5K | Hold |
144
| – | – | ﹤0.01% | 621 |
|
|
2016
Q1 | $4K | Hold |
144
| – | – | ﹤0.01% | 616 |
|
|
2015
Q4 | $4K | Hold |
144
| – | – | ﹤0.01% | 543 |
|
|
2015
Q3 | $3K | Buy |
+144
| New | +$3K | ﹤0.01% | 544 |
|
|
2014
Q4 | – | Sell |
-157,584
| Closed | -$2.68M | – | 179 |
|
|
2014
Q3 | $2.68M | Buy |
157,584
+11,028
| +8% | +$188K | 0.39% | 82 |
|
|
2014
Q2 | $2.1M | Buy |
146,556
+39,522
| +37% | +$566K | 0.38% | 80 |
|
|
2014
Q1 | $1.32M | Buy |
107,034
+32,928
| +44% | +$407K | 0.18% | 83 |
|
|
2013
Q4 | $812K | Buy |
74,106
+23,604
| +47% | +$259K | 0.13% | 111 |
|
|
2013
Q3 | $586K | Buy |
+50,502
| New | +$586K | 0.15% | 94 |
|