CWS
Confluence Wealth Services’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
3,876
+25
| +0.6% | +$1.96K | 0.02% | 306 |
|
|
2025
Q1 | $271K | Sell |
3,851
-1,314
| -25% | -$92.6K | 0.02% | 300 |
|
|
2024
Q4 | $356K | Buy |
5,165
+1,243
| +32% | +$85.7K | 0.02% | 258 |
|
|
2024
Q3 | $259K | Sell |
3,922
-1,808
| -32% | -$119K | 0.02% | 301 |
|
|
2024
Q2 | $529K | Buy |
5,730
+376
| +7% | +$34.7K | 0.04% | 220 |
|
|
2024
Q1 | $512K | Buy |
5,354
+1,084
| +25% | +$104K | 0.05% | 206 |
|
|
2023
Q4 | $326K | Sell |
4,270
-311
| -7% | -$23.7K | 0.04% | 229 |
|
|
2023
Q3 | $317K | Buy |
4,581
+342
| +8% | +$23.7K | 0.06% | 207 |
|
|
2023
Q2 | $400K | Buy |
4,239
+12
| +0.3% | +$1.13K | 0.08% | 181 |
|
|
2023
Q1 | $350K | Buy |
4,227
+197
| +5% | +$16.3K | 0.08% | 176 |
|
|
2022
Q4 | $301K | Buy |
4,030
+225
| +6% | +$16.8K | 0.08% | 187 |
|
|
2022
Q3 | $314K | Sell |
3,805
-128
| -3% | -$10.6K | 0.13% | 174 |
|
|
2022
Q2 | $408K | Buy |
3,933
+231
| +6% | +$24K | 0.18% | 173 |
|
|
2022
Q1 | $435K | Buy |
3,702
+5
| +0.1% | +$588 | 0.16% | 155 |
|
|
2021
Q4 | $478K | Buy |
+3,697
| New | +$478K | 0.15% | 145 |
|