Dakota Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,048
| Closed | -$473K | – | 699 |
|
|
2025
Q2 | $473K | Buy |
6,048
+146
| +2% | +$10.9K | 0.01% | 527 |
|
|
2025
Q1 | $428K | Buy |
5,902
+10
| +0.2% | +$716 | 0.01% | 546 |
|
|
2024
Q4 | $436K | Buy |
5,892
+15
| +0.3% | +$1.05K | 0.01% | 535 |
|
|
2024
Q3 | $388K | Sell |
5,877
-8,566
| -59% | -$622K | 0.01% | 546 |
|
|
2024
Q2 | $1.33M | Sell |
14,443
-383
| -3% | -$33.9K | 0.03% | 317 |
|
|
2024
Q1 | $1.42M | Buy |
14,826
+3,329
| +29% | +$280K | 0.04% | 306 |
|
|
2023
Q4 | $877K | Sell |
11,497
-1,827
| -14% | -$127K | 0.03% | 328 |
|
|
2023
Q3 | $923K | Buy |
13,324
+815
| +7% | +$65.5K | 0.04% | 299 |
|
|
2023
Q2 | $1.18M | Buy |
12,509
+5,691
| +83% | +$495K | 0.06% | 233 |
|
|
2023
Q1 | $564K | Buy |
6,818
+6
| +0.1% | +$472 | 0.04% | 344 |
|
|
2022
Q4 | $508K | Sell |
6,812
-554
| -8% | -$42.7K | 0.04% | 350 |
|
|
2022
Q3 | $609K | Sell |
7,366
-8,605
| -54% | -$828K | 0.05% | 304 |
|
|
2022
Q2 | $1.52M | Sell |
15,971
-13,217
| -45% | -$1.37M | 0.14% | 151 |
|
|
2022
Q1 | $3.44M | Buy |
29,188
+737
| +3% | +$82.7K | 0.28% | 107 |
|
|
2021
Q4 | $3.69M | Buy |
28,451
+2,429
| +9% | +$283K | 0.39% | 69 |
|
|
2021
Q3 | $2.95M | Buy |
26,022
+2,249
| +9% | +$257K | 0.34% | 85 |
|
|
2021
Q2 | $2.46M | Sell |
23,773
-1,426
| -6% | -$134K | 0.3% | 96 |
|
|
2021
Q1 | $2.11M | Sell |
25,199
-6,463
| -20% | -$546K | 0.28% | 98 |
|
|
2020
Q4 | $2.89M | Buy |
31,662
+450
| +1% | +$37.3K | 0.38% | 72 |
|
|
2020
Q3 | $2.49M | Buy |
31,212
+22,560
| +261% | +$1.76M | 0.4% | 74 |
|
|
2020
Q2 | $598K | Sell |
8,652
-159
| -2% | -$11.3K | 0.11% | 153 |
|
|
2020
Q1 | $554K | Buy |
+8,811
| New | +$635K | 0.12% | 145 |
|
Other funds holding EW
