Everhart 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 | $356K | Buy |
4,555
+1,287
| +39% | +$101K | 0.04% | 273 |
|
|
2025
Q1 | $237K | Buy |
+3,268
| New | +$237K | 0.03% | 299 |
|
|
2024
Q3 | – | Sell |
-2,710
| Closed | -$250K | – | 323 |
|
|
2024
Q2 | $250K | Buy |
+2,710
| New | +$250K | 0.07% | 248 |
|
|
2023
Q3 | – | Sell |
-2,229
| Closed | -$210K | – | 220 |
|
|
2023
Q2 | $210K | Buy |
+2,229
| New | +$210K | 0.09% | 206 |
|
|
2022
Q3 | – | Sell |
-2,266
| Closed | -$216K | – | 209 |
|
|
2022
Q2 | $216K | Buy |
+2,266
| New | +$216K | 0.13% | 165 |
|