Destination 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 | $604K | Sell |
7,723
-78
| -1% | -$6.1K | 0.02% | 160 |
|
|
2025
Q1 | $565K | Sell |
7,801
-92
| -1% | -$6.67K | 0.02% | 158 |
|
|
2024
Q4 | $584K | Buy |
7,893
+881
| +13% | +$65.2K | 0.02% | 149 |
|
|
2024
Q3 | $463K | Buy |
7,012
+193
| +3% | +$12.7K | 0.01% | 163 |
|
|
2024
Q2 | $630K | Sell |
6,819
-238
| -3% | -$22K | 0.02% | 139 |
|
|
2024
Q1 | $674K | Sell |
7,057
-401
| -5% | -$38.3K | 0.02% | 132 |
|
|
2023
Q4 | $569K | Sell |
7,458
-1,678
| -18% | -$128K | 0.02% | 144 |
|
|
2023
Q3 | $633K | Sell |
9,136
-101
| -1% | -$7K | 0.02% | 136 |
|
|
2023
Q2 | $871K | Sell |
9,237
-420
| -4% | -$39.6K | 0.03% | 122 |
|
|
2023
Q1 | $799K | Buy |
9,657
+755
| +8% | +$62.5K | 0.03% | 124 |
|
|
2022
Q4 | $664K | Buy |
8,902
+52
| +0.6% | +$3.88K | 0.03% | 132 |
|
|
2022
Q3 | $731K | Buy |
8,850
+25
| +0.3% | +$2.07K | 0.03% | 119 |
|
|
2022
Q2 | $839K | Buy |
8,825
+1,234
| +16% | +$117K | 0.03% | 122 |
|
|
2022
Q1 | $894K | Sell |
7,591
-164
| -2% | -$19.3K | 0.03% | 114 |
|
|
2021
Q4 | $1.01M | Sell |
7,755
-13
| -0.2% | -$1.69K | 0.04% | 118 |
|
|
2021
Q3 | $879K | Buy |
7,768
+204
| +3% | +$23.1K | 0.03% | 112 |
|
|
2021
Q2 | $783K | Sell |
7,564
-54
| -0.7% | -$5.59K | 0.03% | 114 |
|
|
2021
Q1 | $637K | Sell |
7,618
-137
| -2% | -$11.5K | 0.03% | 120 |
|
|
2020
Q4 | $707K | Sell |
7,755
-425
| -5% | -$38.7K | 0.03% | 113 |
|
|
2020
Q3 | $653K | Sell |
8,180
-2,151
| -21% | -$172K | 0.03% | 105 |
|
|
2020
Q2 | $714K | Sell |
10,331
-943
| -8% | -$65.2K | 0.04% | 101 |
|
|
2020
Q1 | $709K | Sell |
11,274
-249
| -2% | -$15.7K | 0.04% | 110 |
|
|
2019
Q4 | $896K | Buy |
11,523
+285
| +3% | +$22.2K | 0.05% | 95 |
|
|
2019
Q3 | $824K | Sell |
11,238
-1,956
| -15% | -$143K | 0.04% | 94 |
|
|
2019
Q2 | $812K | Buy |
13,194
+2,637
| +25% | +$162K | 0.04% | 99 |
|
|
2019
Q1 | $673K | Buy |
10,557
+132
| +1% | +$8.42K | 0.04% | 107 |
|
|
2018
Q4 | $532K | Buy |
10,425
+5,856
| +128% | +$299K | 0.03% | 108 |
|
|
2018
Q3 | $265K | Buy |
4,569
+4,377
| +2,280% | +$254K | 0.01% | 138 |
|
|
2018
Q2 | $9K | Sell |
192
-7,779
| -98% | -$365K | ﹤0.01% | 402 |
|
|
2018
Q1 | $56K | Buy |
+7,971
| New | +$56K | ﹤0.01% | 237 |
|