Heritage Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $160K | Hold |
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|
2025
Q2 | $161K | Hold |
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|
2025
Q1 | $150K | Sell |
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|
2024
Q4 | $158K | Buy |
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|
2024
Q3 | $140K | Buy |
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|
2024
Q2 | $191K | Hold |
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|
2024
Q1 | $197K | Hold |
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|
2023
Q4 | $157K | Hold |
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|
2023
Q3 | $143K | Sell |
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|
2023
Q2 | $343K | Hold |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $192K | Buy |
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|
2022
Q1 | $86K | Hold |
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|
2021
Q4 | $95K | Hold |
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|
2021
Q3 | $82.9K | Hold |
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|
2021
Q2 | $75.8K | Hold |
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|
2021
Q1 | $61.2K | Hold |
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|
2020
Q4 | $67K | Hold |
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|
2020
Q3 | $58.4K | Hold |
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|
2020
Q2 | $50.6K | Hold |
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|
2020
Q1 | $46K | Sell |
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|
2019
Q4 | $58.3K | Buy |
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|
2019
Q3 | $53K | Hold |
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|
2019
Q2 | $45.1K | Hold |
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|
2019
Q1 | $46.7K | Hold |
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|
2018
Q4 | $37K | Hold |
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|
2018
Q3 | $42K | Buy |
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