Cooper Financial Group’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 | $373K | Buy |
+4,769
| New | +$373K | 0.04% | 270 |
|
|
2025
Q1 | – | Sell |
-6,466
| Closed | -$479K | – | 388 |
|
|
2024
Q4 | $479K | Buy |
6,466
+175
| +3% | +$13K | 0.06% | 249 |
|
|
2024
Q3 | $415K | Sell |
6,291
-91
| -1% | -$6.01K | 0.05% | 270 |
|
|
2024
Q2 | $590K | Buy |
6,382
+2,138
| +50% | +$197K | 0.09% | 200 |
|
|
2024
Q1 | $406K | Buy |
4,244
+2
| +0% | +$191 | 0.07% | 248 |
|
|
2023
Q4 | $323K | Buy |
4,242
+492
| +13% | +$37.5K | 0.06% | 263 |
|
|
2023
Q3 | $260K | Buy |
+3,750
| New | +$260K | 0.06% | 269 |
|
|
2023
Q2 | – | Sell |
-3,690
| Closed | -$305K | – | 321 |
|
|
2023
Q1 | $305K | Hold |
3,690
| – | – | 0.08% | 243 |
|
|
2022
Q4 | $275K | Sell |
3,690
-4
| -0.1% | -$298 | 0.08% | 234 |
|
|
2022
Q3 | $305K | Sell |
3,694
-83
| -2% | -$6.85K | 0.11% | 181 |
|
|
2022
Q2 | $359K | Buy |
3,777
+87
| +2% | +$8.27K | 0.13% | 157 |
|
|
2022
Q1 | $434K | Hold |
3,690
| – | – | 0.16% | 127 |
|
|
2021
Q4 | $478K | Sell |
3,690
-753
| -17% | -$97.5K | 0.18% | 120 |
|
|
2021
Q3 | $503K | Hold |
4,443
| – | – | 0.1% | 129 |
|
|
2021
Q2 | $460K | Buy |
4,443
+663
| +18% | +$68.6K | 0.09% | 129 |
|
|
2021
Q1 | $316K | Hold |
3,780
| – | – | 0.07% | 172 |
|
|
2020
Q4 | $345K | Buy |
3,780
+290
| +8% | +$26.5K | 0.07% | 198 |
|
|
2020
Q3 | $279K | Sell |
3,490
-739
| -17% | -$59.1K | 0.08% | 162 |
|
|
2020
Q2 | $292K | Buy |
+4,229
| New | +$292K | 0.09% | 147 |
|
|
2020
Q1 | – | Sell |
-3,906
| Closed | -$304K | – | 158 |
|
|
2019
Q4 | $304K | Buy |
3,906
+18
| +0.5% | +$1.4K | 0.12% | 104 |
|
|
2019
Q3 | $285K | Buy |
3,888
+279
| +8% | +$20.5K | 0.13% | 103 |
|
|
2019
Q2 | $222K | Hold |
3,609
| – | – | 0.11% | 118 |
|
|
2019
Q1 | $230K | Buy |
+3,609
| New | +$230K | 0.13% | 100 |
|