Ehrlich Financial Group’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 | $876K | Buy |
11,198
+248
| +2% | +$19.4K | 0.57% | 48 |
|
|
2025
Q1 | $794K | Buy |
10,950
+586
| +6% | +$42.5K | 0.58% | 48 |
|
|
2024
Q4 | $767K | Sell |
10,364
-140
| -1% | -$10.4K | 0.55% | 43 |
|
|
2024
Q3 | $693K | Buy |
10,504
+220
| +2% | +$14.5K | 0.49% | 43 |
|
|
2024
Q2 | $950K | Buy |
10,284
+3,556
| +53% | +$328K | 0.75% | 29 |
|
|
2024
Q1 | $643K | Buy |
6,728
+2,591
| +63% | +$248K | 0.54% | 41 |
|
|
2023
Q4 | $315K | Buy |
+4,137
| New | +$315K | 0.32% | 68 |
|