Heritage Trust’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 | $217K | Hold |
2,775
| – | – | 0.03% | 286 |
|
|
2025
Q1 | $201K | Hold |
2,775
| – | – | 0.02% | 292 |
|
|
2024
Q4 | $205K | Buy |
+2,775
| New | +$205K | 0.02% | 291 |
|
|
2024
Q2 | $256K | Hold |
2,775
| – | – | 0.03% | 254 |
|
|
2024
Q1 | $265K | Hold |
2,775
| – | – | 0.04% | 246 |
|
|
2023
Q4 | $212K | Buy |
+2,775
| New | +$212K | 0.03% | 265 |
|
|
2023
Q3 | – | Sell |
-2,775
| Closed | -$262K | – | 258 |
|
|
2023
Q2 | $262K | Buy |
+2,775
| New | +$262K | 0.04% | 235 |
|