CWS Financial Advisors’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 | $469K | Sell |
6,000
-312
| -5% | -$24.4K | 0.14% | 87 |
|
|
2025
Q1 | $457K | Hold |
6,312
| – | – | 0.14% | 80 |
|
|
2024
Q4 | $467K | Hold |
6,312
| – | – | 0.15% | 78 |
|
|
2024
Q3 | $417K | Hold |
6,312
| – | – | 0.15% | 77 |
|
|
2024
Q2 | $583K | Hold |
6,312
| – | – | 0.23% | 46 |
|
|
2024
Q1 | $603K | Sell |
6,312
-155
| -2% | -$14.8K | 0.25% | 44 |
|
|
2023
Q4 | $493K | Buy |
6,467
+26
| +0.4% | +$1.98K | 0.19% | 84 |
|
|
2023
Q3 | $446K | Sell |
6,441
-92
| -1% | -$6.37K | 0.18% | 86 |
|
|
2023
Q2 | $616K | Buy |
6,533
+119
| +2% | +$11.2K | 0.23% | 67 |
|
|
2023
Q1 | $531K | Buy |
6,414
+84
| +1% | +$6.95K | 0.21% | 76 |
|
|
2022
Q4 | $529K | Sell |
6,330
-132
| -2% | -$11K | 0.23% | 71 |
|
|
2022
Q3 | $534K | Hold |
6,462
| – | – | 0.26% | 70 |
|
|
2022
Q2 | $614K | Hold |
6,462
| – | – | 0.28% | 66 |
|
|
2022
Q1 | $761K | Buy |
6,462
+19
| +0.3% | +$2.24K | 0.29% | 59 |
|
|
2021
Q4 | $835K | Buy |
+6,443
| New | +$835K | 0.29% | 61 |
|
|
2021
Q2 | $658K | Buy |
6,358
+28
| +0.4% | +$2.9K | 0.26% | 65 |
|
|
2021
Q1 | $529K | Buy |
6,330
+18
| +0.3% | +$1.5K | 0.23% | 71 |
|
|
2020
Q4 | $576K | Hold |
6,312
| – | – | 0.33% | 62 |
|
|
2020
Q3 | $504K | Hold |
6,312
| – | – | 0.34% | 62 |
|
|
2020
Q2 | $436K | Hold |
6,312
| – | – | 0.31% | 69 |
|
|
2020
Q1 | $491K | Hold |
6,312
| – | – | 0.36% | 61 |
|
|
2019
Q4 | $491K | Buy |
+6,312
| New | +$491K | 0.36% | 62 |
|