Dakota 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 | $473K | Buy |
6,048
+146
| +2% | +$11.4K | 0.01% | 527 |
|
|
2025
Q1 | $428K | Buy |
5,902
+10
| +0.2% | +$725 | 0.01% | 542 |
|
|
2024
Q4 | $436K | Buy |
5,892
+15
| +0.3% | +$1.11K | 0.01% | 534 |
|
|
2024
Q3 | $388K | Sell |
5,877
-8,566
| -59% | -$565K | 0.01% | 544 |
|
|
2024
Q2 | $1.33M | Sell |
14,443
-383
| -3% | -$35.4K | 0.03% | 315 |
|
|
2024
Q1 | $1.42M | Buy |
14,826
+3,329
| +29% | +$318K | 0.04% | 305 |
|
|
2023
Q4 | $877K | Sell |
11,497
-1,827
| -14% | -$139K | 0.03% | 327 |
|
|
2023
Q3 | $923K | Buy |
13,324
+815
| +7% | +$56.5K | 0.04% | 298 |
|
|
2023
Q2 | $1.18M | Buy |
12,509
+5,691
| +83% | +$537K | 0.06% | 232 |
|
|
2023
Q1 | $564K | Buy |
6,818
+6
| +0.1% | +$496 | 0.04% | 342 |
|
|
2022
Q4 | $508K | Sell |
6,812
-554
| -8% | -$41.3K | 0.04% | 348 |
|
|
2022
Q3 | $609K | Sell |
7,366
-8,605
| -54% | -$711K | 0.05% | 300 |
|
|
2022
Q2 | $1.52M | Sell |
15,971
-13,217
| -45% | -$1.26M | 0.14% | 150 |
|
|
2022
Q1 | $3.44M | Buy |
29,188
+737
| +3% | +$86.7K | 0.28% | 106 |
|
|
2021
Q4 | $3.69M | Buy |
28,451
+2,429
| +9% | +$315K | 0.39% | 69 |
|
|
2021
Q3 | $2.95M | Buy |
26,022
+2,249
| +9% | +$255K | 0.34% | 84 |
|
|
2021
Q2 | $2.46M | Sell |
23,773
-1,426
| -6% | -$148K | 0.29% | 95 |
|
|
2021
Q1 | $2.11M | Sell |
25,199
-6,463
| -20% | -$541K | 0.28% | 97 |
|
|
2020
Q4 | $2.89M | Buy |
31,662
+450
| +1% | +$41.1K | 0.38% | 71 |
|
|
2020
Q3 | $2.49M | Buy |
31,212
+22,560
| +261% | +$1.8M | 0.39% | 73 |
|
|
2020
Q2 | $598K | Sell |
8,652
-159
| -2% | -$11K | 0.1% | 151 |
|
|
2020
Q1 | $554K | Buy |
+8,811
| New | +$554K | 0.12% | 144 |
|