HB 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 | $1.84M | Buy |
23,544
+1,982
| +9% | +$155K | 0.01% | 392 |
|
|
2025
Q1 | $1.56M | Buy |
21,562
+5,577
| +35% | +$404K | 0.01% | 426 |
|
|
2024
Q4 | $1.18M | Sell |
15,985
-891
| -5% | -$66K | 0.01% | 381 |
|
|
2024
Q3 | $1.11M | Buy |
16,876
+454
| +3% | +$30K | 0.01% | 366 |
|
|
2024
Q2 | $1.52M | Buy |
16,422
+4,493
| +38% | +$415K | 0.02% | 298 |
|
|
2024
Q1 | $1.14M | Sell |
11,929
-58
| -0.5% | -$5.54K | 0.01% | 330 |
|
|
2023
Q4 | $914K | Buy |
11,987
+2,388
| +25% | +$182K | 0.01% | 332 |
|
|
2023
Q3 | $665K | Sell |
9,599
-711
| -7% | -$49.3K | 0.01% | 369 |
|
|
2023
Q2 | $973K | Buy |
10,310
+192
| +2% | +$18.1K | 0.02% | 293 |
|
|
2023
Q1 | $837K | Buy |
10,118
+1,107
| +12% | +$91.6K | 0.01% | 312 |
|
|
2022
Q4 | $672K | Sell |
9,011
-1,672
| -16% | -$125K | 0.01% | 338 |
|
|
2022
Q3 | $883K | Sell |
10,683
-165
| -2% | -$13.6K | 0.02% | 274 |
|
|
2022
Q2 | $1.03M | Buy |
10,848
+762
| +8% | +$72.5K | 0.02% | 249 |
|
|
2022
Q1 | $1.19M | Buy |
10,086
+601
| +6% | +$70.7K | 0.02% | 249 |
|
|
2021
Q4 | $1.23M | Buy |
+9,485
| New | +$1.23M | 0.02% | 215 |
|