HWM
Hohimer Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,246
| Closed | -$692K | – | 230 |
|
|
2024
Q1 | $692K | Buy |
7,246
+171
| +2% | +$16.3K | 0.16% | 140 |
|
|
2023
Q4 | $539K | Sell |
7,075
-365
| -5% | -$27.8K | 0.14% | 149 |
|
|
2023
Q3 | $515K | Buy |
7,440
+136
| +2% | +$9.42K | 0.15% | 144 |
|
|
2023
Q2 | $689K | Sell |
7,304
-174
| -2% | -$16.4K | 0.19% | 129 |
|
|
2023
Q1 | $619K | Buy |
7,478
+1,852
| +33% | +$153K | 0.18% | 137 |
|
|
2022
Q4 | $420K | Sell |
5,626
-1,674
| -23% | -$125K | 0.13% | 124 |
|
|
2022
Q3 | $603K | Sell |
7,300
-7
| -0.1% | -$578 | 0.19% | 130 |
|
|
2022
Q2 | $695K | Sell |
7,307
-3,510
| -32% | -$334K | 0.21% | 129 |
|
|
2022
Q1 | $1.27M | Sell |
10,817
-129
| -1% | -$15.2K | 0.25% | 112 |
|
|
2021
Q4 | $1.42M | Buy |
10,946
+19
| +0.2% | +$2.46K | 0.3% | 103 |
|
|
2021
Q3 | $1.24M | Buy |
10,927
+117
| +1% | +$13.2K | 0.26% | 110 |
|
|
2021
Q2 | $1.12M | Buy |
10,810
+926
| +9% | +$95.9K | 0.23% | 117 |
|
|
2021
Q1 | $827K | Sell |
9,884
-6,451
| -39% | -$540K | 0.2% | 121 |
|
|
2020
Q4 | $1.49M | Buy |
16,335
+72
| +0.4% | +$6.57K | 0.39% | 85 |
|
|
2020
Q3 | $1.37M | Buy |
16,263
+299
| +2% | +$25.1K | 0.39% | 87 |
|
|
2020
Q2 | $1.1M | Buy |
15,964
+11,000
| +222% | +$760K | 0.38% | 96 |
|
|
2020
Q1 | $1.09M | Sell |
4,964
-1,802
| -27% | -$396K | 0.46% | 92 |
|
|
2019
Q4 | $1.58M | Buy |
+6,766
| New | +$1.58M | 0.55% | 81 |
|