Creative Planning’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 | $30.5M | Buy |
389,409
+15,336
| +4% | +$1.2M | 0.03% | 247 |
|
|
2025
Q1 | $27.1M | Buy |
374,073
+9,843
| +3% | +$713K | 0.03% | 257 |
|
|
2024
Q4 | $27M | Sell |
364,230
-20,399
| -5% | -$1.51M | 0.03% | 236 |
|
|
2024
Q3 | $25.4M | Sell |
384,629
-4,889
| -1% | -$323K | 0.03% | 238 |
|
|
2024
Q2 | $36M | Buy |
389,518
+867
| +0.2% | +$80.1K | 0.04% | 178 |
|
|
2024
Q1 | $37.1M | Buy |
388,651
+177,216
| +84% | +$16.9M | 0.04% | 170 |
|
|
2023
Q4 | $16.1M | Buy |
211,435
+45,794
| +28% | +$3.49M | 0.03% | 284 |
|
|
2023
Q3 | $11.5M | Sell |
165,641
-5,279
| -3% | -$366K | 0.02% | 328 |
|
|
2023
Q2 | $16.1M | Buy |
170,920
+9,052
| +6% | +$854K | 0.02% | 260 |
|
|
2023
Q1 | $13.4M | Buy |
161,868
+4,848
| +3% | +$401K | 0.02% | 281 |
|
|
2022
Q4 | $11.7M | Buy |
157,020
+8,530
| +6% | +$636K | 0.02% | 307 |
|
|
2022
Q3 | $12.3M | Buy |
148,490
+8,448
| +6% | +$698K | 0.02% | 266 |
|
|
2022
Q2 | $13.3M | Buy |
140,042
+2,433
| +2% | +$231K | 0.02% | 269 |
|
|
2022
Q1 | $16.2M | Buy |
137,609
+16,689
| +14% | +$1.96M | 0.03% | 240 |
|
|
2021
Q4 | $15.7M | Buy |
120,920
+3,758
| +3% | +$487K | 0.03% | 214 |
|
|
2021
Q3 | $13.3M | Sell |
117,162
-1,366
| -1% | -$155K | 0.02% | 224 |
|
|
2021
Q2 | $12.3M | Sell |
118,528
-2,125
| -2% | -$220K | 0.02% | 235 |
|
|
2021
Q1 | $10.1M | Sell |
120,653
-1,667
| -1% | -$139K | 0.02% | 270 |
|
|
2020
Q4 | $11.2M | Buy |
122,320
+6,648
| +6% | +$606K | 0.02% | 234 |
|
|
2020
Q3 | $9.23M | Buy |
115,672
+6,599
| +6% | +$527K | 0.02% | 219 |
|
|
2020
Q2 | $7.54M | Buy |
109,073
+1,106
| +1% | +$76.4K | 0.02% | 223 |
|
|
2020
Q1 | $6.79M | Sell |
107,967
-2,457
| -2% | -$154K | 0.02% | 216 |
|
|
2019
Q4 | $8.59M | Buy |
110,424
+7,878
| +8% | +$613K | 0.03% | 216 |
|
|
2019
Q3 | $7.52M | Buy |
102,546
+6,102
| +6% | +$447K | 0.02% | 226 |
|
|
2019
Q2 | $5.94M | Sell |
96,444
-4,581
| -5% | -$282K | 0.02% | 256 |
|
|
2019
Q1 | $6.44M | Sell |
101,025
-2,982
| -3% | -$190K | 0.02% | 227 |
|
|
2018
Q4 | $5.31M | Buy |
104,007
+33
| +0% | +$1.69K | 0.02% | 235 |
|
|
2018
Q3 | $6.03M | Sell |
103,974
-141
| -0.1% | -$8.18K | 0.02% | 238 |
|
|
2018
Q2 | $5.05M | Buy |
104,115
+2,547
| +3% | +$124K | 0.02% | 252 |
|
|
2018
Q1 | $4.72M | Buy |
101,568
+1,506
| +2% | +$70K | 0.02% | 256 |
|
|
2017
Q4 | $3.76M | Buy |
100,062
+1,719
| +2% | +$64.6K | 0.02% | 300 |
|
|
2017
Q3 | $3.58M | Sell |
98,343
-1,743
| -2% | -$63.5K | 0.02% | 304 |
|
|
2017
Q2 | $3.95M | Sell |
100,086
-33,885
| -25% | -$1.34M | 0.02% | 270 |
|
|
2017
Q1 | $4.2M | Sell |
133,971
-3
| -0% | -$94 | 0.02% | 238 |
|
|
2016
Q4 | $4.18M | Buy |
133,974
+17,031
| +15% | +$532K | 0.03% | 235 |
|
|
2016
Q3 | $4.7M | Buy |
116,943
+9,999
| +9% | +$402K | 0.03% | 215 |
|
|
2016
Q2 | $3.56M | Sell |
106,944
-5,874
| -5% | -$195K | 0.03% | 217 |
|
|
2016
Q1 | $3.32M | Buy |
112,818
+43,818
| +64% | +$1.29M | 0.03% | 215 |
|
|
2015
Q4 | $1.82M | Sell |
69,000
-2,400
| -3% | -$63.2K | 0.01% | 334 |
|
|
2015
Q3 | $1.69M | Sell |
71,400
-9,876
| -12% | -$234K | 0.01% | 333 |
|
|
2015
Q2 | $1.93M | Buy |
81,276
+22,122
| +37% | +$525K | 0.02% | 297 |
|
|
2015
Q1 | $1.41M | Sell |
59,154
-396
| -0.7% | -$9.41K | 0.01% | 357 |
|
|
2014
Q4 | $1.26M | Buy |
59,550
+29,238
| +96% | +$621K | 0.01% | 380 |
|
|
2014
Q3 | $516K | Buy |
30,312
+546
| +2% | +$9.3K | 0.01% | 641 |
|
|
2014
Q2 | $426K | Sell |
29,766
-408
| -1% | -$5.84K | 0.01% | 703 |
|
|
2014
Q1 | $373K | Sell |
30,174
-810
| -3% | -$10K | 0.01% | 738 |
|
|
2013
Q4 | $340K | Sell |
30,984
-8,898
| -22% | -$97.6K | 0.01% | 640 |
|
|
2013
Q3 | $463K | Buy |
39,882
+15,516
| +64% | +$180K | 0.01% | 470 |
|
|
2013
Q2 | $273K | Buy |
+24,366
| New | +$273K | 0.01% | 583 |
|