Dynamic Advisor Solutions’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
15,736
+230
| +1% | +$18K | 0.04% | 399 |
|
|
2025
Q1 | $1.12M | Buy |
15,506
+370
| +2% | +$26.8K | 0.04% | 391 |
|
|
2024
Q4 | $1.12M | Buy |
15,136
+30
| +0.2% | +$2.22K | 0.05% | 295 |
|
|
2024
Q3 | $997K | Buy |
15,106
+139
| +0.9% | +$9.17K | 0.03% | 452 |
|
|
2024
Q2 | $1.38M | Sell |
14,967
-1,109
| -7% | -$102K | 0.04% | 373 |
|
|
2024
Q1 | $1.54M | Sell |
16,076
-66
| -0.4% | -$6.31K | 0.05% | 348 |
|
|
2023
Q4 | $1.18M | Buy |
16,142
+687
| +4% | +$50K | 0.04% | 382 |
|
|
2023
Q3 | $1.07M | Sell |
15,455
-424
| -3% | -$29.4K | 0.05% | 338 |
|
|
2023
Q2 | $1.5M | Buy |
15,879
+611
| +4% | +$57.6K | 0.08% | 265 |
|
|
2023
Q1 | $1.26M | Buy |
15,268
+10,703
| +234% | +$885K | 0.07% | 278 |
|
|
2022
Q4 | $341K | Sell |
4,565
-173
| -4% | -$12.9K | 0.02% | 527 |
|
|
2022
Q3 | $392K | Buy |
4,738
+232
| +5% | +$19.2K | 0.03% | 449 |
|
|
2022
Q2 | $428K | Buy |
4,506
+57
| +1% | +$5.41K | 0.03% | 440 |
|
|
2022
Q1 | $524K | Sell |
4,449
-274
| -6% | -$32.3K | 0.04% | 426 |
|
|
2021
Q4 | $612K | Buy |
4,723
+1,028
| +28% | +$133K | 0.04% | 379 |
|
|
2021
Q3 | $418K | Buy |
3,695
+459
| +14% | +$51.9K | 0.03% | 487 |
|
|
2021
Q2 | $335K | Sell |
3,236
-1,227
| -27% | -$127K | 0.03% | 517 |
|
|
2021
Q1 | $373K | Sell |
4,463
-13,443
| -75% | -$1.12M | 0.03% | 454 |
|
|
2020
Q4 | $1.63M | Buy |
17,906
+53
| +0.3% | +$4.84K | 0.15% | 163 |
|
|
2020
Q3 | $1.43M | Buy |
17,853
+703
| +4% | +$56.1K | 0.16% | 156 |
|
|
2020
Q2 | $1.19M | Buy |
17,150
+71
| +0.4% | +$4.91K | 0.16% | 159 |
|
|
2020
Q1 | $1.07M | Buy |
17,079
+48
| +0.3% | +$3.02K | 0.2% | 145 |
|
|
2019
Q4 | $1.32M | Sell |
17,031
-1,248
| -7% | -$97K | 0.18% | 148 |
|
|
2019
Q3 | $1.34M | Sell |
18,279
-981
| -5% | -$71.9K | 0.21% | 127 |
|
|
2019
Q2 | $1.19M | Buy |
19,260
+168
| +0.9% | +$10.3K | 0.19% | 137 |
|
|
2019
Q1 | $1.22M | Sell |
19,092
-858
| -4% | -$54.7K | 0.23% | 118 |
|
|
2018
Q4 | $1.14M | Sell |
19,950
-1,506
| -7% | -$85.7K | 0.24% | 114 |
|
|
2018
Q3 | $1.25M | Sell |
21,456
-237
| -1% | -$13.8K | 0.26% | 115 |
|
|
2018
Q2 | $1.05M | Sell |
21,693
-567
| -3% | -$27.5K | 0.24% | 123 |
|
|
2018
Q1 | $1.04M | Buy |
22,260
+1,887
| +9% | +$87.7K | 0.27% | 110 |
|
|
2017
Q4 | $765K | Sell |
20,373
-1,500
| -7% | -$56.3K | 0.25% | 122 |
|
|
2017
Q3 | $797K | Sell |
21,873
-1,440
| -6% | -$52.5K | 0.32% | 103 |
|
|
2017
Q2 | $919K | Sell |
23,313
-369
| -2% | -$14.5K | 0.36% | 90 |
|
|
2017
Q1 | $743K | Sell |
23,682
-225
| -0.9% | -$7.06K | 0.29% | 100 |
|
|
2016
Q4 | $747K | Sell |
23,907
-525
| -2% | -$16.4K | 0.3% | 98 |
|
|
2016
Q3 | $982K | Sell |
24,432
-2,175
| -8% | -$87.4K | 0.37% | 84 |
|
|
2016
Q2 | $885K | Sell |
26,607
-3,177
| -11% | -$106K | 0.36% | 74 |
|
|
2016
Q1 | $876K | Sell |
29,784
-1,716
| -5% | -$50.5K | 0.37% | 70 |
|
|
2015
Q4 | $829K | Sell |
31,500
-702
| -2% | -$18.5K | 0.34% | 83 |
|
|
2015
Q3 | $763K | Buy |
+32,202
| New | +$763K | 0.38% | 70 |
|
|
2015
Q1 | – | Sell |
-35,472
| Closed | -$753K | – | 200 |
|
|
2014
Q4 | $753K | Sell |
35,472
-270
| -0.8% | -$5.73K | 0.4% | 72 |
|
|
2014
Q3 | $609K | Sell |
35,742
-600
| -2% | -$10.2K | 0.33% | 86 |
|
|
2014
Q2 | $520K | Buy |
+36,342
| New | +$520K | 0.31% | 101 |
|
|
2014
Q1 | – | Sell |
-33,720
| Closed | -$370K | – | 201 |
|
|
2013
Q4 | $370K | Buy |
+33,720
| New | +$370K | 0.27% | 128 |
|