Evermay 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
Q2 | $233K | Buy |
2,983
+156
| +6% | +$12.2K | 0.03% | 182 |
|
|
2025
Q1 | $205K | Buy |
2,827
+253
| +10% | +$18.3K | 0.03% | 185 |
|
|
2024
Q4 | $191K | Sell |
2,574
-798
| -24% | -$59.1K | 0.03% | 199 |
|
|
2024
Q3 | $223K | Buy |
3,372
+2,625
| +351% | +$173K | 0.04% | 187 |
|
|
2024
Q2 | $69K | Buy |
747
+725
| +3,295% | +$67K | 0.01% | 314 |
|
|
2024
Q1 | $2.1K | Sell |
22
-81
| -79% | -$7.74K | ﹤0.01% | 537 |
|
|
2023
Q4 | $7.85K | Buy |
103
+6
| +6% | +$458 | ﹤0.01% | 465 |
|
|
2023
Q3 | $6.72K | Buy |
97
+75
| +341% | +$5.2K | ﹤0.01% | 457 |
|
|
2023
Q2 | $2.08K | Buy |
+22
| New | +$2.08K | ﹤0.01% | 485 |
|