EWM
Endurance Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $21.8M | Sell |
231,099
-390
| -0.2% | -$36.8K | 2.98% | 6 |
|
|
2023
Q1 | $19.2M | Sell |
231,489
-670
| -0.3% | -$55.4K | 2.71% | 9 |
|
|
2022
Q4 | $17.3M | Sell |
232,159
-2,525
| -1% | -$188K | 2.61% | 8 |
|
|
2022
Q3 | $19.4M | Sell |
234,684
-719
| -0.3% | -$59.4K | 3.2% | 7 |
|
|
2022
Q2 | $22.4M | Sell |
235,403
-634
| -0.3% | -$60.3K | 3.4% | 5 |
|
|
2022
Q1 | $27.8M | Buy |
236,037
+5,973
| +3% | +$703K | 3.59% | 5 |
|
|
2021
Q4 | $29.8M | Sell |
230,064
-5,475
| -2% | -$709K | 3.21% | 5 |
|
|
2021
Q3 | $26.7M | Sell |
235,539
-4,277
| -2% | -$484K | 2.97% | 5 |
|
|
2021
Q2 | $24.8M | Sell |
239,816
-1,949
| -0.8% | -$202K | 2.75% | 7 |
|
|
2021
Q1 | $20.2M | Sell |
241,765
-1,216
| -0.5% | -$102K | 2.38% | 10 |
|
|
2020
Q4 | $22.2M | Sell |
242,981
-1,419
| -0.6% | -$129K | 2.8% | 6 |
|
|
2020
Q3 | $19.5M | Sell |
244,400
-3,605
| -1% | -$288K | 2.87% | 7 |
|
|
2020
Q2 | $17.1M | Buy |
248,005
+164,682
| +198% | +$11.4M | 2.81% | 8 |
|
|
2020
Q1 | $15.7M | Sell |
83,323
-639
| -0.8% | -$121K | 3.02% | 7 |
|
|
2019
Q4 | $19.6M | Sell |
83,962
-360
| -0.4% | -$84K | 3% | 6 |
|
|
2019
Q3 | $18.5M | Sell |
84,322
-4,124
| -5% | -$907K | 3.08% | 5 |
|
|
2019
Q2 | $16.3M | Sell |
88,446
-645
| -0.7% | -$119K | 2.57% | 7 |
|
|
2019
Q1 | $17M | Sell |
89,091
-1,762
| -2% | -$337K | 2.79% | 7 |
|
|
2018
Q4 | $13.9M | Sell |
90,853
-1,328
| -1% | -$203K | 2.59% | 7 |
|
|
2018
Q3 | $16M | Sell |
92,181
-2,298
| -2% | -$400K | 2.53% | 7 |
|
|
2018
Q2 | $13.8M | Sell |
94,479
-2,348
| -2% | -$342K | 2.27% | 8 |
|
|
2018
Q1 | $13.5M | Sell |
96,827
-1,651
| -2% | -$230K | 2.27% | 9 |
|
|
2017
Q4 | $11.1M | Buy |
98,478
+235
| +0.2% | +$26.5K | 1.78% | 17 |
|
|
2017
Q3 | $10.7M | Sell |
98,243
-880
| -0.9% | -$96.2K | 1.78% | 16 |
|
|
2017
Q2 | $11.7M | Buy |
99,123
+235
| +0.2% | +$27.8K | 1.98% | 11 |
|
|
2017
Q1 | $9.3M | Buy |
98,888
+2,975
| +3% | +$280K | 1.61% | 19 |
|
|
2016
Q4 | $8.99M | Buy |
95,913
+15,405
| +19% | +$1.44M | 1.61% | 20 |
|
|
2016
Q3 | $9.77M | Sell |
80,508
-250
| -0.3% | -$30.3K | 1.75% | 12 |
|
|
2016
Q2 | $8.05M | Buy |
80,758
+860
| +1% | +$85.8K | 1.51% | 19 |
|
|
2016
Q1 | $7.05K | Sell |
79,898
-1,814
| -2% | -$160 | 0.99% | 26 |
|
|
2015
Q4 | $6.45M | Buy |
81,712
+40,721
| +99% | +$3.22M | 1.23% | 30 |
|
|
2015
Q3 | $6.13M | Buy |
40,991
+2,079
| +5% | +$311K | 1.08% | 29 |
|
|
2015
Q2 | $5.54M | Buy |
38,912
+1,999
| +5% | +$285K | 0.93% | 33 |
|
|
2015
Q1 | $5.26M | Buy |
36,913
+1,144
| +3% | +$163K | 0.92% | 32 |
|
|
2014
Q4 | $4.56M | Buy |
35,769
+1,350
| +4% | +$172K | 0.82% | 36 |
|
|
2014
Q3 | $3.52M | Hold |
34,419
| – | – | 0.66% | 47 |
|
|
2014
Q2 | $2.95M | Buy |
+34,419
| New | +$2.95M | 0.49% | 57 |
|