FAS Wealth Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28,031
| Closed | -$1.85M | – | 435 |
|
|
2024
Q3 | $1.85M | Buy |
28,031
+1,368
| +5% | +$90.3K | 0.15% | 119 |
|
|
2024
Q2 | $2.46M | Buy |
26,663
+1,613
| +6% | +$149K | 0.21% | 98 |
|
|
2024
Q1 | $2.39M | Buy |
25,050
+806
| +3% | +$77K | 0.21% | 101 |
|
|
2023
Q4 | $1.85M | Buy |
24,244
+2,993
| +14% | +$228K | 0.18% | 113 |
|
|
2023
Q3 | $1.47M | Buy |
+21,251
| New | +$1.47M | 0.16% | 116 |
|
|
2023
Q2 | – | Sell |
-18,174
| Closed | -$1.5M | – | 423 |
|
|
2023
Q1 | $1.5M | Buy |
18,174
+4,438
| +32% | +$367K | 0.16% | 112 |
|
|
2022
Q4 | $1.02M | Buy |
13,736
+1,809
| +15% | +$135K | 0.12% | 142 |
|
|
2022
Q3 | $986K | Buy |
11,927
+2,082
| +21% | +$172K | 0.11% | 129 |
|
|
2022
Q2 | $936K | Buy |
9,845
+2,369
| +32% | +$225K | 0.1% | 132 |
|
|
2022
Q1 | $880K | Buy |
7,476
+2,139
| +40% | +$252K | 0.08% | 147 |
|
|
2021
Q4 | $691K | Buy |
5,337
+2,391
| +81% | +$310K | 0.06% | 161 |
|
|
2021
Q3 | $334K | Buy |
2,946
+871
| +42% | +$98.7K | 0.03% | 224 |
|
|
2021
Q2 | $215K | Buy |
+2,075
| New | +$215K | 0.02% | 268 |
|