EverSource Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
3,180
+959
| +43% | +$75K | 0.01% | 766 |
|
|
2025
Q1 | $161K | Buy |
2,221
+917
| +70% | +$66.5K | 0.01% | 739 |
|
|
2024
Q4 | $96.5K | Buy |
1,304
+282
| +28% | +$20.9K | 0.01% | 911 |
|
|
2024
Q3 | $67.4K | Buy |
1,022
+90
| +10% | +$5.94K | ﹤0.01% | 934 |
|
|
2024
Q2 | $58.8K | Buy |
932
+280
| +43% | +$17.7K | ﹤0.01% | 1013 |
|
|
2024
Q1 | $55.2K | Sell |
652
-846
| -56% | -$71.6K | ﹤0.01% | 939 |
|
|
2023
Q4 | $114K | Sell |
1,498
-416
| -22% | -$31.7K | 0.01% | 591 |
|
|
2023
Q3 | $133K | Sell |
1,914
-1,496
| -44% | -$104K | 0.01% | 487 |
|
|
2023
Q2 | $322K | Sell |
3,410
-12
| -0.4% | -$1.13K | 0.04% | 293 |
|
|
2023
Q1 | $283K | Buy |
3,422
+31
| +0.9% | +$2.57K | 0.04% | 314 |
|
|
2022
Q4 | $253K | Buy |
3,391
+1,782
| +111% | +$133K | 0.04% | 316 |
|
|
2022
Q3 | $133K | Sell |
1,609
-5
| -0.3% | -$413 | 0.03% | 362 |
|
|
2022
Q2 | $154K | Buy |
1,614
+629
| +64% | +$60K | 0.04% | 291 |
|
|
2022
Q1 | $116K | Buy |
985
+761
| +340% | +$89.6K | 0.03% | 312 |
|
|
2021
Q4 | $29K | Buy |
+224
| New | +$29K | 0.01% | 544 |
|