DWM
Diversify Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
53,510
+7,528
| +16% | +$579K | 0.25% | 118 |
|
|
2025
Q1 | $3.51M | Buy |
45,982
+8,541
| +23% | +$652K | 0.26% | 115 |
|
|
2024
Q4 | $2.75M | Buy |
37,441
+18,715
| +100% | +$1.37M | 0.21% | 125 |
|
|
2024
Q3 | $1.32M | Buy |
18,726
+3,150
| +20% | +$222K | 0.13% | 171 |
|
|
2024
Q2 | $945K | Buy |
+15,576
| New | +$945K | 0.12% | 165 |
|