Concurrent Investment Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
30,390
+3,481
| +13% | +$272K | 0.05% | 387 |
|
|
2025
Q1 | $1.95M | Buy |
26,909
+7,283
| +37% | +$528K | 0.05% | 369 |
|
|
2024
Q4 | $1.45M | Buy |
19,626
+439
| +2% | +$32.5K | 0.04% | 396 |
|
|
2024
Q3 | $1.27M | Buy |
19,187
+636
| +3% | +$42K | 0.04% | 415 |
|
|
2024
Q2 | $1.71M | Sell |
18,551
-126
| -0.7% | -$11.6K | 0.06% | 308 |
|
|
2024
Q1 | $1.78M | Sell |
18,677
-4,003
| -18% | -$383K | 0.07% | 262 |
|
|
2023
Q4 | $1.73M | Buy |
+22,680
| New | +$1.73M | 0.08% | 254 |
|