Geneos Wealth Management’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
Q3 | $629K | Buy |
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|
2025
Q2 | $621K | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $689K | Sell |
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|
2023
Q4 | $560K | Buy |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $667K | Sell |
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|
2023
Q1 | $617K | Buy |
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|
2022
Q4 | $533K | Buy |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $833K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $946K | Sell |
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|
2021
Q2 | $906K | Buy |
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|
2021
Q1 | $261K | Hold |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q3 | $159K | Sell |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $289K | Hold |
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|
2019
Q3 | $268K | Hold |
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|
2019
Q2 | $227K | Hold |
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|
2019
Q1 | $236K | Hold |
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|
2018
Q4 | $185K | Hold |
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|
2018
Q3 | $214K | Buy |
|
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|
2018
Q2 | $158K | Hold |
|
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|
2018
Q1 | $152K | Sell |
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|
2017
Q4 | $125K | Sell |
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|
2017
Q3 | $165K | Hold |
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|
2017
Q2 | $178K | Sell |
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|
2017
Q1 | $143K | Sell |
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|
2016
Q4 | $144K | Buy |
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|
2016
Q3 | $173K | Buy |
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|
2016
Q2 | $137K | Hold |
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|
2016
Q1 | $125K | Buy |
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