Forum Financial 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 | $496K | Buy |
6,336
+323
| +5% | +$25.3K | 0.01% | 413 |
|
|
2025
Q1 | $436K | Buy |
6,013
+233
| +4% | +$16.9K | 0.01% | 427 |
|
|
2024
Q4 | $428K | Buy |
5,780
+2,709
| +88% | +$201K | 0.01% | 440 |
|
|
2024
Q3 | $203K | Buy |
+3,071
| New | +$203K | ﹤0.01% | 719 |
|
|
2023
Q3 | – | Sell |
-3,061
| Closed | -$289K | – | 652 |
|
|
2023
Q2 | $289K | Buy |
3,061
+594
| +24% | +$56K | 0.01% | 446 |
|
|
2023
Q1 | $204K | Buy |
+2,467
| New | +$204K | 0.01% | 564 |
|
|
2022
Q4 | – | Sell |
-2,700
| Closed | -$223K | – | 599 |
|
|
2022
Q3 | $223K | Buy |
2,700
+325
| +14% | +$26.8K | 0.01% | 461 |
|
|
2022
Q2 | $226K | Buy |
+2,375
| New | +$226K | 0.01% | 460 |
|
|
2022
Q1 | – | Sell |
-2,576
| Closed | -$334K | – | 634 |
|
|
2021
Q4 | $334K | Buy |
+2,576
| New | +$334K | 0.02% | 365 |
|