GWM
GDS Wealth Management’s Edwards Lifesciences EW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17M | Buy |
216,952
+10,333
| +5% | +$808K | 1.24% | 30 |
|
2025
Q1 | $15M | Buy |
206,619
+15,606
| +8% | +$1.13M | 1.28% | 31 |
|
2024
Q4 | $14.1M | Buy |
191,013
+60,339
| +46% | +$4.47M | 1.29% | 37 |
|
2024
Q3 | $8.62M | Sell |
130,674
-63,717
| -33% | -$4.2M | 0.84% | 44 |
|
2024
Q2 | $18M | Buy |
194,391
+6,764
| +4% | +$625K | 1.97% | 16 |
|
2024
Q1 | $17.9M | Buy |
187,627
+5,418
| +3% | +$518K | 2.1% | 11 |
|
2023
Q4 | $13.9M | Buy |
182,209
+90,328
| +98% | +$6.89M | 1.87% | 16 |
|
2023
Q3 | $6.37M | Buy |
91,881
+8,323
| +10% | +$577K | 1% | 40 |
|
2023
Q2 | $7.88M | Sell |
83,558
-13,296
| -14% | -$1.25M | 1.28% | 25 |
|
2023
Q1 | $8.01M | Buy |
96,854
+14,259
| +17% | +$1.18M | 1.42% | 20 |
|
2022
Q4 | $6.16M | Buy |
82,595
+19,642
| +31% | +$1.47M | 1.18% | 34 |
|
2022
Q3 | $5.2M | Buy |
62,953
+2,391
| +4% | +$198K | 1.16% | 31 |
|
2022
Q2 | $5.76M | Buy |
60,562
+22,357
| +59% | +$2.13M | 1.29% | 31 |
|
2022
Q1 | $4.56M | Buy |
38,205
+2,144
| +6% | +$256K | 1% | 27 |
|
2021
Q4 | $4.67M | Buy |
+36,061
| New | +$4.67M | 1.05% | 26 |
|