Geneos Wealth 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 | $621K | Sell |
7,939
-8,153
| -51% | -$638K | 0.02% | 647 |
|
|
2025
Q1 | $1.17M | Buy |
16,092
+9,132
| +131% | +$662K | 0.02% | 624 |
|
|
2024
Q4 | $515K | Sell |
6,960
-166
| -2% | -$12.3K | 0.02% | 579 |
|
|
2024
Q3 | $470K | Buy |
7,126
+119
| +2% | +$7.85K | 0.02% | 577 |
|
|
2024
Q2 | $647K | Sell |
7,007
-199
| -3% | -$18.4K | 0.03% | 439 |
|
|
2024
Q1 | $689K | Sell |
7,206
-139
| -2% | -$13.3K | 0.03% | 422 |
|
|
2023
Q4 | $560K | Buy |
7,345
+100
| +1% | +$7.63K | 0.03% | 460 |
|
|
2023
Q3 | $502K | Buy |
7,245
+170
| +2% | +$11.8K | 0.03% | 466 |
|
|
2023
Q2 | $667K | Sell |
7,075
-379
| -5% | -$35.8K | 0.04% | 400 |
|
|
2023
Q1 | $617K | Buy |
7,454
+312
| +4% | +$25.8K | 0.04% | 402 |
|
|
2022
Q4 | $533K | Buy |
7,142
+78
| +1% | +$5.82K | 0.03% | 409 |
|
|
2022
Q3 | $583K | Sell |
7,064
-1,499
| -18% | -$124K | 0.04% | 362 |
|
|
2022
Q2 | $833K | Sell |
8,563
-325
| -4% | -$31.6K | 0.04% | 369 |
|
|
2022
Q1 | $1.05M | Sell |
8,888
-1,780
| -17% | -$209K | 0.04% | 340 |
|
|
2021
Q4 | $1.38M | Buy |
10,668
+2,237
| +27% | +$290K | 0.05% | 313 |
|
|
2021
Q3 | $946K | Sell |
8,431
-69
| -0.8% | -$7.74K | 0.04% | 400 |
|
|
2021
Q2 | $906K | Buy |
8,500
+5,759
| +210% | +$614K | 0.04% | 389 |
|
|
2021
Q1 | $261K | Hold |
2,741
| – | – | 0.01% | 856 |
|
|
2020
Q4 | $225K | Buy |
2,741
+682
| +33% | +$56K | 0.01% | 789 |
|
|
2020
Q3 | $159K | Sell |
2,059
-1,943
| -49% | -$150K | 0.01% | 766 |
|
|
2020
Q2 | $268K | Hold |
4,002
| – | – | 0.01% | 577 |
|
|
2020
Q1 | $264K | Buy |
4,002
+300
| +8% | +$19.8K | 0.02% | 529 |
|
|
2019
Q4 | $289K | Hold |
3,702
| – | – | 0.02% | 571 |
|
|
2019
Q3 | $268K | Hold |
3,702
| – | – | 0.02% | 560 |
|
|
2019
Q2 | $227K | Hold |
3,702
| – | – | 0.01% | 620 |
|
|
2019
Q1 | $236K | Hold |
3,702
| – | – | 0.02% | 589 |
|
|
2018
Q4 | $185K | Hold |
3,702
| – | – | 0.01% | 629 |
|
|
2018
Q3 | $214K | Buy |
3,702
+426
| +13% | +$24.6K | 0.01% | 617 |
|
|
2018
Q2 | $158K | Hold |
3,276
| – | – | 0.01% | 623 |
|
|
2018
Q1 | $152K | Sell |
3,276
-57
| -2% | -$2.65K | 0.01% | 612 |
|
|
2017
Q4 | $125K | Sell |
3,333
-1,200
| -26% | -$45K | 0.01% | 676 |
|
|
2017
Q3 | $165K | Hold |
4,533
| – | – | 0.02% | 563 |
|
|
2017
Q2 | $178K | Sell |
4,533
-36
| -0.8% | -$1.41K | 0.02% | 527 |
|
|
2017
Q1 | $143K | Sell |
4,569
-69
| -1% | -$2.16K | 0.01% | 560 |
|
|
2016
Q4 | $144K | Buy |
4,638
+312
| +7% | +$9.69K | 0.02% | 527 |
|
|
2016
Q3 | $173K | Buy |
4,326
+150
| +4% | +$6K | 0.02% | 475 |
|
|
2016
Q2 | $137K | Hold |
4,176
| – | – | 0.02% | 520 |
|
|
2016
Q1 | $125K | Buy |
+4,176
| New | +$125K | 0.02% | 532 |
|