EWA
EP Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
44,076
+14,002
| +47% | +$1.1M | 0.02% | 314 |
|
|
2025
Q1 | $2.18M | Sell |
30,074
-469
| -2% | -$34K | 0.02% | 355 |
|
|
2024
Q4 | $2.26M | Buy |
30,543
+10,283
| +51% | +$761K | 0.02% | 338 |
|
|
2024
Q3 | $1.34M | Sell |
20,260
-531
| -3% | -$35K | 0.01% | 433 |
|
|
2024
Q2 | $1.92M | Sell |
20,791
-46
| -0.2% | -$4.25K | 0.02% | 289 |
|
|
2024
Q1 | $1.99M | Buy |
20,837
+33
| +0.2% | +$3.15K | 0.02% | 262 |
|
|
2023
Q4 | $1.59M | Sell |
20,804
-19,731
| -49% | -$1.5M | 0.02% | 295 |
|
|
2023
Q3 | $2.81M | Buy |
40,535
+14,035
| +53% | +$972K | 0.04% | 211 |
|
|
2023
Q2 | $3.57M | Buy |
26,500
+16,500
| +165% | +$2.22M | 0.05% | 184 |
|
|
2023
Q1 | $21.2K | Buy |
+10,000
| New | +$21.2K | ﹤0.01% | 616 |
|
|
2022
Q4 | – | Sell |
-35,563
| Closed | -$2.94M | – | 629 |
|
|
2022
Q3 | $2.94M | Sell |
35,563
-10,129
| -22% | -$837K | 0.07% | 157 |
|
|
2022
Q2 | $4.35M | Buy |
45,692
+5,636
| +14% | +$536K | 0.1% | 121 |
|
|
2022
Q1 | $4.72M | Buy |
40,056
+1,015
| +3% | +$119K | 0.1% | 118 |
|
|
2021
Q4 | $5.06M | Buy |
39,041
+1,433
| +4% | +$186K | 0.12% | 102 |
|
|
2021
Q3 | $4.26M | Buy |
37,608
+5,872
| +19% | +$665K | 0.12% | 99 |
|
|
2021
Q2 | $3.29M | Sell |
31,736
-186
| -0.6% | -$19.3K | 0.09% | 132 |
|
|
2021
Q1 | $2.67M | Buy |
31,922
+1,447
| +5% | +$121K | 0.08% | 145 |
|
|
2020
Q4 | $2.78M | Buy |
30,475
+3,072
| +11% | +$280K | 0.1% | 107 |
|
|
2020
Q3 | $2.19M | Sell |
27,403
-599
| -2% | -$47.8K | 0.09% | 105 |
|
|
2020
Q2 | $1.94M | Buy |
+28,002
| New | +$1.94M | 0.08% | 121 |
|
|
2020
Q1 | – | Sell |
-8,509
| Closed | -$1.99M | – | 396 |
|
|
2019
Q4 | $1.99M | Buy |
8,509
+302
| +4% | +$70.5K | 0.08% | 133 |
|
|
2019
Q3 | $1.81M | Buy |
+8,207
| New | +$1.81M | 0.09% | 111 |
|
|
2019
Q2 | – | Sell |
-2,101
| Closed | -$402K | – | 331 |
|
|
2019
Q1 | $402K | Buy |
2,101
+219
| +12% | +$41.9K | 0.04% | 180 |
|
|
2018
Q4 | $288K | Sell |
1,882
-27
| -1% | -$4.13K | 0.02% | 216 |
|
|
2018
Q3 | $332K | Buy |
+1,909
| New | +$332K | 0.03% | 209 |
|