Congress Wealth Management’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 | $958K | Buy |
12,241
+5,882
| +92% | +$460K | 0.01% | 719 |
|
|
2025
Q1 | $459K | Buy |
+6,359
| New | +$459K | 0.01% | 839 |
|
|
2024
Q3 | – | Sell |
-7,151
| Closed | -$661K | – | 850 |
|
|
2024
Q2 | $661K | Buy |
7,151
+66
| +0.9% | +$6.1K | 0.01% | 495 |
|
|
2024
Q1 | $677K | Sell |
7,085
-565
| -7% | -$54K | 0.01% | 416 |
|
|
2023
Q4 | $583K | Buy |
7,650
+1,070
| +16% | +$81.6K | 0.01% | 446 |
|
|
2023
Q3 | $456K | Sell |
6,580
-405
| -6% | -$28.1K | 0.01% | 468 |
|
|
2023
Q2 | $659K | Buy |
6,985
+1,376
| +25% | +$130K | 0.02% | 384 |
|
|
2023
Q1 | $464K | Buy |
5,609
+34
| +0.6% | +$2.81K | 0.01% | 426 |
|
|
2022
Q4 | $416K | Sell |
5,575
-78
| -1% | -$5.82K | 0.01% | 429 |
|
|
2022
Q3 | $467K | Sell |
5,653
-32
| -0.6% | -$2.64K | 0.01% | 415 |
|
|
2022
Q2 | $540K | Buy |
5,685
+57
| +1% | +$5.41K | 0.01% | 397 |
|
|
2022
Q1 | $663K | Sell |
5,628
-157
| -3% | -$18.5K | 0.01% | 407 |
|
|
2021
Q4 | $749K | Buy |
+5,785
| New | +$749K | 0.01% | 402 |
|