Center for Financial Planning’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $181K | Sell |
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|
2025
Q2 | $199K | Sell |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $196K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q3 | $243K | Buy |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | $130K | Hold |
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|
2020
Q4 | $142K | Buy |
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|
2020
Q3 | $84K | Buy |
|