Concord Wealth Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-52
| Closed | -$3.85K | – | 858 |
|
|
2024
Q4 | $3.85K | Hold |
52
| – | – | ﹤0.01% | 640 |
|
|
2024
Q3 | $3.43K | Sell |
52
-10
| -16% | -$660 | ﹤0.01% | 687 |
|
|
2024
Q2 | $5.73K | Hold |
62
| – | – | ﹤0.01% | 562 |
|
|
2024
Q1 | $5.93K | Sell |
62
-216
| -78% | -$20.6K | ﹤0.01% | 633 |
|
|
2023
Q4 | $21.2K | Sell |
278
-58
| -17% | -$4.42K | ﹤0.01% | 468 |
|
|
2023
Q3 | $23.3K | Sell |
336
-25
| -7% | -$1.73K | ﹤0.01% | 485 |
|
|
2023
Q2 | $34.1K | Buy |
361
+34
| +10% | +$3.21K | 0.01% | 415 |
|
|
2023
Q1 | $27.1K | Sell |
327
-533
| -62% | -$44.1K | 0.01% | 442 |
|
|
2022
Q4 | $64.2K | Buy |
+860
| New | +$64.2K | 0.02% | 326 |
|
|
2022
Q3 | – | Sell |
-1,519
| Closed | -$144K | – | 465 |
|
|
2022
Q2 | $144K | Buy |
1,519
+1,063
| +233% | +$101K | 0.04% | 207 |
|
|
2022
Q1 | $54K | Sell |
456
-24
| -5% | -$2.84K | 0.01% | 419 |
|
|
2021
Q4 | $62K | Buy |
480
+202
| +73% | +$26.1K | 0.02% | 413 |
|
|
2021
Q3 | $31K | Sell |
278
-166
| -37% | -$18.5K | 0.01% | 302 |
|
|
2021
Q2 | $46K | Sell |
444
-2
| -0.4% | -$207 | 0.01% | 366 |
|
|
2021
Q1 | $37K | Buy |
446
+230
| +106% | +$19.1K | 0.01% | 377 |
|
|
2020
Q4 | $20K | Buy |
+216
| New | +$20K | 0.02% | 308 |
|