Elk River 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
Q1 | – | Sell |
-5,763
| Closed | -$427K | – | 99 |
|
|
2024
Q4 | $427K | Sell |
5,763
-68,400
| -92% | -$5.06M | 0.08% | 75 |
|
|
2024
Q3 | $4.89M | Buy |
74,163
+950
| +1% | +$62.7K | 0.89% | 36 |
|
|
2024
Q2 | $6.76M | Buy |
73,213
+297
| +0.4% | +$27.4K | 1.32% | 24 |
|
|
2024
Q1 | $6.97M | Buy |
72,916
+5,934
| +9% | +$567K | 1.42% | 23 |
|
|
2023
Q4 | $5.11M | Sell |
66,982
-14,249
| -18% | -$1.09M | 0.98% | 31 |
|
|
2023
Q3 | $5.63M | Buy |
81,231
+2,652
| +3% | +$184K | 1.25% | 26 |
|
|
2023
Q2 | $7.41M | Sell |
78,579
-2,115
| -3% | -$200K | 1.59% | 19 |
|
|
2023
Q1 | $6.68M | Buy |
80,694
+4,536
| +6% | +$375K | 1.52% | 20 |
|
|
2022
Q4 | $5.68M | Sell |
76,158
-6,029
| -7% | -$450K | 1.38% | 26 |
|
|
2022
Q3 | $6.79M | Buy |
82,187
+3,467
| +4% | +$286K | 1.79% | 16 |
|
|
2022
Q2 | $7.49M | Buy |
78,720
+3,325
| +4% | +$316K | 1.89% | 17 |
|
|
2022
Q1 | $8.88M | Buy |
75,395
+3,119
| +4% | +$367K | 1.94% | 14 |
|
|
2021
Q4 | $9.36M | Buy |
72,276
+784
| +1% | +$102K | 2.12% | 11 |
|
|
2021
Q3 | $8.09M | Buy |
71,492
+1,829
| +3% | +$207K | 2.05% | 11 |
|
|
2021
Q2 | $7.22M | Buy |
69,663
+1,271
| +2% | +$132K | 1.87% | 13 |
|
|
2021
Q1 | $5.72M | Buy |
68,392
+6,416
| +10% | +$537K | 1.63% | 18 |
|
|
2020
Q4 | $5.65M | Buy |
+61,976
| New | +$5.65M | 1.87% | 13 |
|