GoalVest Advisory’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 | $97.4K | Sell |
1,245
-3
| -0.2% | -$235 | 0.02% | 169 |
|
|
2025
Q1 | $90.5K | Buy |
1,248
+603
| +93% | +$43.7K | 0.02% | 152 |
|
|
2024
Q4 | $47.7K | Sell |
645
-201
| -24% | -$14.9K | 0.01% | 190 |
|
|
2024
Q3 | $55.8K | Buy |
846
+201
| +31% | +$13.3K | 0.02% | 179 |
|
|
2024
Q2 | $59.6K | Sell |
645
-30
| -4% | -$2.77K | 0.02% | 164 |
|
|
2024
Q1 | $64.5K | Buy |
675
+30
| +5% | +$2.87K | 0.02% | 177 |
|
|
2023
Q4 | $49.2K | Sell |
645
-60
| -9% | -$4.58K | 0.02% | 139 |
|
|
2023
Q3 | $48.8K | Buy |
705
+525
| +292% | +$36.4K | 0.02% | 147 |
|
|
2023
Q2 | $17K | Hold |
180
| – | – | 0.01% | 214 |
|
|
2023
Q1 | $14.9K | Hold |
180
| – | – | 0.01% | 171 |
|
|
2022
Q4 | $13.4K | Hold |
180
| – | – | 0.01% | 175 |
|
|
2022
Q3 | $15K | Hold |
180
| – | – | 0.01% | 168 |
|
|
2022
Q2 | $18K | Sell |
180
-6
| -3% | -$600 | 0.01% | 225 |
|
|
2022
Q1 | $22K | Buy |
+186
| New | +$22K | 0.01% | 192 |
|