Global Retirement Partners’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 | $142K | Buy |
+1,815
| New | +$142K | ﹤0.01% | 1257 |
|
|
2024
Q4 | $98.4K | Sell |
1,329
-992
| -43% | -$73.4K | ﹤0.01% | 1275 |
|
|
2024
Q3 | $153K | Sell |
2,321
-2,060
| -47% | -$136K | ﹤0.01% | 1029 |
|
|
2024
Q2 | $405K | Buy |
4,381
+2,420
| +123% | +$224K | 0.01% | 668 |
|
|
2024
Q1 | $187K | Buy |
1,961
+22
| +1% | +$2.1K | 0.01% | 815 |
|
|
2023
Q4 | $143K | Sell |
1,939
-26,535
| -93% | -$1.96M | 0.01% | 887 |
|
|
2023
Q3 | $2.03M | Buy |
28,474
+1,570
| +6% | +$112K | 0.1% | 186 |
|
|
2023
Q2 | $2.54M | Buy |
26,904
+245
| +0.9% | +$23.1K | 0.12% | 156 |
|
|
2023
Q1 | $2.35M | Buy |
26,659
+1,076
| +4% | +$94.8K | 0.12% | 166 |
|
|
2022
Q4 | $1.91M | Buy |
25,583
+4,399
| +21% | +$328K | 0.13% | 162 |
|
|
2022
Q3 | $1.53M | Buy |
21,184
+722
| +4% | +$52.3K | 0.12% | 183 |
|
|
2022
Q2 | $1.95M | Sell |
20,462
-88
| -0.4% | -$8.37K | 0.16% | 148 |
|
|
2022
Q1 | $1.94M | Buy |
+20,550
| New | +$1.94M | 0.15% | 147 |
|
|
2021
Q4 | – | Sell |
-21,746
| Closed | -$2.46M | – | 693 |
|
|
2021
Q3 | $2.46M | Buy |
21,746
+449
| +2% | +$50.8K | 0.24% | 89 |
|
|
2021
Q2 | $2.21M | Buy |
21,297
+1,372
| +7% | +$142K | 0.23% | 101 |
|
|
2021
Q1 | $1.67M | Buy |
19,925
+5,912
| +42% | +$495K | 0.2% | 112 |
|
|
2020
Q4 | $1.28M | Buy |
14,013
+6
| +0% | +$547 | 0.16% | 131 |
|
|
2020
Q3 | $1.12M | Buy |
14,007
+874
| +7% | +$69.8K | 0.16% | 136 |
|
|
2020
Q2 | $908K | Buy |
13,133
+2,354
| +22% | +$163K | 0.14% | 143 |
|
|
2020
Q1 | $678K | Buy |
10,779
+132
| +1% | +$8.3K | 0.13% | 155 |
|
|
2019
Q4 | $828K | Buy |
10,647
+7,689
| +260% | +$598K | 0.13% | 163 |
|
|
2019
Q3 | $217K | Sell |
2,958
-327
| -10% | -$24K | 0.04% | 354 |
|
|
2019
Q2 | $202K | Buy |
3,285
+27
| +0.8% | +$1.66K | 0.04% | 343 |
|
|
2019
Q1 | $208K | Buy |
3,258
+90
| +3% | +$5.75K | 0.05% | 295 |
|
|
2018
Q4 | $162K | Buy |
3,168
+300
| +10% | +$15.3K | 0.04% | 312 |
|
|
2018
Q3 | $166K | Sell |
2,868
-300
| -9% | -$17.4K | 0.04% | 325 |
|
|
2018
Q2 | $154K | Buy |
3,168
+300
| +10% | +$14.6K | 0.04% | 320 |
|
|
2018
Q1 | $133K | Hold |
2,868
| – | – | 0.04% | 336 |
|
|
2017
Q4 | $108K | Buy |
+2,868
| New | +$108K | 0.03% | 351 |
|
|
2017
Q3 | – | Sell |
-900
| Closed | -$35K | – | 1217 |
|
|
2017
Q2 | $35K | Hold |
900
| – | – | 0.02% | 481 |
|
|
2017
Q1 | $28K | Buy |
+900
| New | +$28K | 0.02% | 474 |
|