Clearstead Advisors’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 | $417K | Buy |
5,338
+2,956
| +124% | +$231K | 0.01% | 655 |
|
|
2025
Q1 | $173K | Buy |
2,382
+271
| +13% | +$19.6K | ﹤0.01% | 864 |
|
|
2024
Q4 | $156K | Sell |
2,111
-516
| -20% | -$38.2K | ﹤0.01% | 915 |
|
|
2024
Q3 | $173K | Sell |
2,627
-1,760
| -40% | -$116K | ﹤0.01% | 899 |
|
|
2024
Q2 | $405K | Sell |
4,387
-1,366
| -24% | -$126K | 0.01% | 586 |
|
|
2024
Q1 | $487K | Sell |
5,753
-405
| -7% | -$34.3K | 0.02% | 315 |
|
|
2023
Q4 | $470K | Sell |
6,158
-8,174
| -57% | -$623K | 0.02% | 317 |
|
|
2023
Q3 | $993K | Buy |
14,332
+8,709
| +155% | +$603K | 0.03% | 303 |
|
|
2023
Q2 | $530K | Hold |
5,623
| – | – | 0.03% | 284 |
|
|
2023
Q1 | $465K | Buy |
5,623
+1,638
| +41% | +$136K | 0.03% | 275 |
|
|
2022
Q4 | $297K | Buy |
3,985
+1,124
| +39% | +$83.9K | 0.02% | 330 |
|
|
2022
Q3 | $236K | Sell |
2,861
-51
| -2% | -$4.21K | 0.02% | 344 |
|
|
2022
Q2 | $277K | Sell |
2,912
-1,042
| -26% | -$99.1K | 0.02% | 329 |
|
|
2022
Q1 | $465K | Buy |
3,954
+1,059
| +37% | +$125K | 0.03% | 275 |
|
|
2021
Q4 | $375K | Sell |
2,895
-198
| -6% | -$25.6K | 0.03% | 291 |
|
|
2021
Q3 | $350K | Sell |
3,093
-107
| -3% | -$12.1K | 0.03% | 287 |
|
|
2021
Q2 | $331K | Buy |
3,200
+127
| +4% | +$13.1K | 0.03% | 277 |
|
|
2021
Q1 | $257K | Buy |
3,073
+136
| +5% | +$11.4K | 0.02% | 300 |
|
|
2020
Q4 | $268K | Hold |
2,937
| – | – | 0.02% | 283 |
|
|
2020
Q3 | $234K | Buy |
2,937
+450
| +18% | +$35.9K | 0.03% | 262 |
|
|
2020
Q2 | $172K | Hold |
2,487
| – | – | 0.02% | 288 |
|
|
2020
Q1 | $156K | Buy |
+2,487
| New | +$156K | 0.02% | 266 |
|