Exencial Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
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|
2025
Q1 | $11.1M | Buy |
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|
2024
Q4 | $11.3M | Sell |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $881K | Sell |
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|
2024
Q1 | $1,000K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $322K | Hold |
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|
2019
Q3 | $304K | Sell |
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|
2019
Q2 | $262K | Buy |
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