GGM Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $576K | Sell |
7,623
-35
| -0.5% | -$2.64K | 0.32% | 66 |
|
|
2024
Q4 | $567K | Sell |
7,658
-200
| -3% | -$14.8K | 0.3% | 67 |
|
|
2024
Q3 | $519K | Sell |
7,858
-100
| -1% | -$6.6K | 0.22% | 77 |
|
|
2024
Q2 | $735K | Sell |
7,958
-100
| -1% | -$9.24K | 0.34% | 58 |
|
|
2024
Q1 | $750K | Sell |
8,058
-33
| -0.4% | -$3.07K | 0.35% | 56 |
|
|
2023
Q4 | $593K | Sell |
8,091
-350
| -4% | -$25.6K | 0.25% | 74 |
|
|
2023
Q3 | $585K | Sell |
8,441
-30
| -0.4% | -$2.08K | 0.25% | 73 |
|
|
2023
Q2 | $783K | Buy |
+8,471
| New | +$783K | 0.32% | 60 |
|
|
2023
Q1 | – | Sell |
-8,740
| Closed | -$673K | – | 83 |
|
|
2022
Q4 | $673K | Hold |
8,740
| – | – | 0.35% | 59 |
|
|
2022
Q3 | $749K | Sell |
8,740
-100
| -1% | -$8.57K | 0.4% | 52 |
|
|
2022
Q2 | $851K | Hold |
8,840
| – | – | 0.48% | 44 |
|
|
2022
Q1 | $1.1M | Hold |
8,840
| – | – | 0.55% | 41 |
|
|
2021
Q4 | $1.08M | Sell |
8,840
-100
| -1% | -$12.2K | 0.85% | 32 |
|
|
2021
Q3 | $1.05M | Hold |
8,940
| – | – | 0.83% | 31 |
|
|
2021
Q2 | $955K | Hold |
8,940
| – | – | 0.81% | 32 |
|
|
2021
Q1 | $853K | Hold |
8,940
| – | – | 0.68% | 32 |
|
|
2020
Q4 | $797K | Buy |
+8,940
| New | +$797K | 0.79% | 29 |
|