Connecticut 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 | $360K | Sell |
4,607
-1,492
| -24% | -$117K | 0.02% | 242 |
|
|
2025
Q1 | $442K | Sell |
6,099
-1,021
| -14% | -$74K | 0.02% | 219 |
|
|
2024
Q4 | $527K | Buy |
7,120
+36
| +0.5% | +$2.67K | 0.03% | 182 |
|
|
2024
Q3 | $467K | Buy |
+7,084
| New | +$467K | 0.02% | 225 |
|
|
2024
Q2 | – | Sell |
-12,343
| Closed | -$1.18M | – | 328 |
|
|
2024
Q1 | $1.18M | Sell |
12,343
-206
| -2% | -$19.7K | 0.06% | 130 |
|
|
2023
Q4 | $957K | Buy |
12,549
+2,589
| +26% | +$197K | 0.06% | 148 |
|
|
2023
Q3 | $690K | Buy |
9,960
+3,985
| +67% | +$276K | 0.05% | 138 |
|
|
2023
Q2 | $564K | Buy |
5,975
+1,808
| +43% | +$171K | 0.04% | 143 |
|
|
2023
Q1 | $345K | Hold |
4,167
| – | – | 0.03% | 177 |
|
|
2022
Q4 | $311K | Sell |
4,167
-570
| -12% | -$42.5K | 0.03% | 155 |
|
|
2022
Q3 | $391K | Buy |
4,737
+894
| +23% | +$73.8K | 0.04% | 121 |
|
|
2022
Q2 | $365K | Buy |
+3,843
| New | +$365K | 0.03% | 137 |
|
|
2022
Q1 | – | Sell |
-3,207
| Closed | -$415K | – | 198 |
|
|
2021
Q4 | $415K | Hold |
3,207
| – | – | 0.03% | 134 |
|
|
2021
Q3 | $363K | Buy |
3,207
+81
| +3% | +$9.17K | 0.03% | 136 |
|
|
2021
Q2 | $324K | Buy |
3,126
+47
| +2% | +$4.87K | 0.03% | 140 |
|
|
2021
Q1 | $258K | Buy |
+3,079
| New | +$258K | 0.02% | 143 |
|
|
2020
Q4 | – | Sell |
-2,805
| Closed | -$224K | – | 196 |
|
|
2020
Q3 | $224K | Buy |
+2,805
| New | +$224K | 0.02% | 184 |
|