Heritage 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
Q2 | $161K | Hold |
2,063
| – | – | 0.01% | 217 |
|
|
2025
Q1 | $150K | Sell |
2,063
-66
| -3% | -$4.78K | 0.01% | 221 |
|
|
2024
Q4 | $158K | Buy |
2,129
+11
| +0.5% | +$814 | 0.01% | 224 |
|
|
2024
Q3 | $140K | Buy |
2,118
+55
| +3% | +$3.63K | 0.01% | 241 |
|
|
2024
Q2 | $191K | Hold |
2,063
| – | – | 0.01% | 204 |
|
|
2024
Q1 | $197K | Hold |
2,063
| – | – | 0.01% | 211 |
|
|
2023
Q4 | $157K | Hold |
2,063
| – | – | 0.01% | 230 |
|
|
2023
Q3 | $143K | Sell |
2,063
-1,568
| -43% | -$109K | 0.01% | 222 |
|
|
2023
Q2 | $343K | Hold |
3,631
| – | – | 0.02% | 161 |
|
|
2023
Q1 | $300K | Sell |
3,631
-1,004
| -22% | -$83.1K | 0.02% | 174 |
|
|
2022
Q4 | $346K | Sell |
4,635
-81
| -2% | -$6.04K | 0.02% | 157 |
|
|
2022
Q3 | $390K | Buy |
4,716
+2,699
| +134% | +$223K | 0.03% | 141 |
|
|
2022
Q2 | $192K | Buy |
2,017
+1,285
| +176% | +$122K | 0.01% | 202 |
|
|
2022
Q1 | $86K | Hold |
732
| – | – | ﹤0.01% | 267 |
|
|
2021
Q4 | $95K | Hold |
732
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $82.9K | Hold |
732
| – | – | 0.01% | 270 |
|
|
2021
Q2 | $75.8K | Hold |
732
| – | – | ﹤0.01% | 285 |
|
|
2021
Q1 | $61.2K | Hold |
732
| – | – | ﹤0.01% | 311 |
|
|
2020
Q4 | $67K | Hold |
732
| – | – | ﹤0.01% | 296 |
|
|
2020
Q3 | $58.4K | Hold |
732
| – | – | 0.01% | 255 |
|
|
2020
Q2 | $50.6K | Hold |
732
| – | – | 0.01% | 255 |
|
|
2020
Q1 | $46K | Sell |
732
-18
| -2% | -$1.13K | 0.01% | 253 |
|
|
2019
Q4 | $58.3K | Buy |
750
+18
| +2% | +$1.4K | 0.01% | 290 |
|
|
2019
Q3 | $53K | Hold |
732
| – | – | 0.01% | 272 |
|
|
2019
Q2 | $45.1K | Hold |
732
| – | – | 0.01% | 264 |
|
|
2019
Q1 | $46.7K | Hold |
732
| – | – | 0.01% | 235 |
|
|
2018
Q4 | $37K | Hold |
732
| – | – | 0.01% | 213 |
|
|
2018
Q3 | $42K | Buy |
+732
| New | +$42K | 0.01% | 207 |
|