Center for 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 | $199K | Sell |
2,548
-1,353
| -35% | -$106K | 0.02% | 166 |
|
|
2025
Q1 | $283K | Buy |
3,901
+54
| +1% | +$3.91K | 0.04% | 135 |
|
|
2024
Q4 | $285K | Hold |
3,847
| – | – | 0.04% | 129 |
|
|
2024
Q3 | $254K | Hold |
3,847
| – | – | 0.03% | 135 |
|
|
2024
Q2 | $355K | Buy |
3,847
+40
| +1% | +$3.7K | 0.05% | 109 |
|
|
2024
Q1 | $364K | Buy |
3,807
+85
| +2% | +$8.12K | 0.05% | 111 |
|
|
2023
Q4 | $284K | Hold |
3,722
| – | – | 0.05% | 118 |
|
|
2023
Q3 | $258K | Buy |
3,722
+694
| +23% | +$48.1K | 0.06% | 117 |
|
|
2023
Q2 | $286K | Hold |
3,028
| – | – | 0.06% | 112 |
|
|
2023
Q1 | $251K | Hold |
3,028
| – | – | 0.06% | 122 |
|
|
2022
Q4 | $226K | Buy |
3,028
+655
| +28% | +$48.9K | 0.05% | 125 |
|
|
2022
Q3 | $196K | Hold |
2,373
| – | – | 0.05% | 122 |
|
|
2022
Q2 | $226K | Hold |
2,373
| – | – | 0.06% | 118 |
|
|
2022
Q1 | $279K | Hold |
2,373
| – | – | 0.06% | 112 |
|
|
2021
Q4 | $307K | Buy |
2,373
+227
| +11% | +$29.4K | 0.06% | 108 |
|
|
2021
Q3 | $243K | Buy |
2,146
+21
| +1% | +$2.38K | 0.06% | 113 |
|
|
2021
Q2 | $220K | Buy |
2,125
+570
| +37% | +$59K | 0.05% | 120 |
|
|
2021
Q1 | $130K | Hold |
1,555
| – | – | 0.03% | 146 |
|
|
2020
Q4 | $142K | Buy |
1,555
+500
| +47% | +$45.7K | 0.04% | 136 |
|
|
2020
Q3 | $84K | Buy |
+1,055
| New | +$84K | 0.03% | 151 |
|