Eads & Heald 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 | $1.28M | Sell |
16,383
-747
| -4% | -$58.4K | 0.63% | 70 |
|
|
2025
Q1 | $1.24M | Sell |
17,130
-301
| -2% | -$21.8K | 0.63% | 69 |
|
|
2024
Q4 | $1.29M | Sell |
17,431
-2,805
| -14% | -$208K | 0.63% | 70 |
|
|
2024
Q3 | $1.34M | Sell |
20,236
-2,136
| -10% | -$141K | 0.63% | 72 |
|
|
2024
Q2 | $2.07M | Sell |
22,372
-700
| -3% | -$64.7K | 1% | 41 |
|
|
2024
Q1 | $2.21M | Sell |
23,072
-950
| -4% | -$90.8K | 1.03% | 36 |
|
|
2023
Q4 | $1.83M | Sell |
24,022
-676
| -3% | -$51.6K | 0.88% | 50 |
|
|
2023
Q3 | $1.71M | Sell |
24,698
-391
| -2% | -$27.1K | 0.9% | 45 |
|
|
2023
Q2 | $2.37M | Sell |
25,089
-985
| -4% | -$92.9K | 1.16% | 28 |
|
|
2023
Q1 | $2.16M | Buy |
26,074
+585
| +2% | +$48.4K | 1.07% | 36 |
|
|
2022
Q4 | $1.9M | Buy |
25,489
+1,271
| +5% | +$94.8K | 0.97% | 43 |
|
|
2022
Q3 | $2M | Buy |
24,218
+370
| +2% | +$30.6K | 1.13% | 36 |
|
|
2022
Q2 | $2.27M | Sell |
23,848
-134
| -0.6% | -$12.7K | 1.22% | 23 |
|
|
2022
Q1 | $2.82M | Sell |
23,982
-460
| -2% | -$54.1K | 1.31% | 12 |
|
|
2021
Q4 | $3.17M | Sell |
24,442
-378
| -2% | -$49K | 1.38% | 7 |
|
|
2021
Q3 | $2.81M | Sell |
24,820
-2,327
| -9% | -$263K | 1.36% | 11 |
|
|
2021
Q2 | $2.81M | Sell |
27,147
-1,079
| -4% | -$112K | 1.37% | 12 |
|
|
2021
Q1 | $2.36M | Buy |
28,226
+234
| +0.8% | +$19.6K | 1.21% | 23 |
|
|
2020
Q4 | $2.55M | Buy |
27,992
+618
| +2% | +$56.4K | 1.38% | 15 |
|
|
2020
Q3 | $2.19M | Sell |
27,374
-3,168
| -10% | -$253K | 1.31% | 20 |
|
|
2020
Q2 | $2.11M | Sell |
30,542
-25
| -0.1% | -$1.73K | 1.28% | 22 |
|
|
2020
Q1 | $1.92M | Sell |
30,567
-273
| -0.9% | -$17.2K | 1.36% | 20 |
|
|
2019
Q4 | $2.4M | Sell |
30,840
-714
| -2% | -$55.5K | 1.27% | 23 |
|
|
2019
Q3 | $2.31M | Sell |
31,554
-1,368
| -4% | -$100K | 1.29% | 24 |
|
|
2019
Q2 | $2.03M | Sell |
32,922
-570
| -2% | -$35.1K | 1.15% | 36 |
|
|
2019
Q1 | $2.14M | Sell |
33,492
-3,177
| -9% | -$203K | 1.24% | 29 |
|
|
2018
Q4 | $1.87M | Sell |
36,669
-2,319
| -6% | -$118K | 1.25% | 30 |
|
|
2018
Q3 | $2.26M | Sell |
38,988
-792
| -2% | -$46K | 1.3% | 20 |
|
|
2018
Q2 | $1.93M | Sell |
39,780
-111
| -0.3% | -$5.39K | 1.19% | 31 |
|
|
2018
Q1 | $1.86M | Buy |
39,891
+6,000
| +18% | +$279K | 1.18% | 35 |
|
|
2017
Q4 | $1.27M | Buy |
33,891
+11,790
| +53% | +$443K | 0.75% | 68 |
|
|
2017
Q3 | $805K | Buy |
22,101
+3,735
| +20% | +$136K | 0.5% | 91 |
|
|
2017
Q2 | $724K | Sell |
18,366
-900
| -5% | -$35.5K | 0.46% | 91 |
|
|
2017
Q1 | $604K | Buy |
19,266
+4,245
| +28% | +$133K | 0.39% | 95 |
|
|
2016
Q4 | $469K | Buy |
15,021
+654
| +5% | +$20.4K | 0.32% | 101 |
|
|
2016
Q3 | $577K | Sell |
14,367
-2,487
| -15% | -$99.9K | 0.4% | 98 |
|
|
2016
Q2 | $560K | Sell |
16,854
-1,866
| -10% | -$62K | 0.38% | 98 |
|
|
2016
Q1 | $550K | Sell |
18,720
-3,810
| -17% | -$112K | 0.38% | 97 |
|
|
2015
Q4 | $593K | Hold |
22,530
| – | – | 0.41% | 97 |
|
|
2015
Q3 | $534K | Sell |
22,530
-822
| -4% | -$19.5K | 0.38% | 101 |
|
|
2015
Q2 | $554K | Sell |
23,352
-3,930
| -14% | -$93.2K | 0.36% | 104 |
|
|
2015
Q1 | $648K | Sell |
27,282
-4,482
| -14% | -$106K | 0.42% | 99 |
|
|
2014
Q4 | $674K | Sell |
31,764
-3,966
| -11% | -$84.2K | 0.43% | 95 |
|
|
2014
Q3 | $608K | Sell |
35,730
-7,830
| -18% | -$133K | 0.41% | 96 |
|
|
2014
Q2 | $623K | Sell |
43,560
-210
| -0.5% | -$3K | 0.41% | 94 |
|
|
2014
Q1 | $541K | Buy |
+43,770
| New | +$541K | 0.36% | 97 |
|