IFP 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 | $512K | Buy |
6,545
+442
| +7% | +$34.6K | 0.01% | 829 |
|
|
2025
Q1 | $442K | Buy |
6,103
+3,246
| +114% | +$235K | 0.01% | 816 |
|
|
2024
Q4 | $211K | Sell |
2,857
-646
| -18% | -$47.8K | 0.01% | 1107 |
|
|
2024
Q3 | $231K | Sell |
3,503
-1,384
| -28% | -$91.3K | 0.01% | 1021 |
|
|
2024
Q2 | $451K | Buy |
4,887
+919
| +23% | +$84.9K | 0.02% | 692 |
|
|
2024
Q1 | $379K | Sell |
3,968
-1,053
| -21% | -$101K | 0.02% | 702 |
|
|
2023
Q4 | $383K | Buy |
5,021
+553
| +12% | +$42.2K | 0.02% | 675 |
|
|
2023
Q3 | $310K | Sell |
4,468
-472
| -10% | -$32.7K | 0.01% | 765 |
|
|
2023
Q2 | $466K | Buy |
4,940
+858
| +21% | +$80.9K | 0.02% | 682 |
|
|
2023
Q1 | $579K | Sell |
4,082
-7,754
| -66% | -$1.1M | 0.03% | 549 |
|
|
2022
Q4 | $1.69M | Sell |
11,836
-719
| -6% | -$102K | 0.05% | 424 |
|
|
2022
Q3 | $1.79M | Buy |
12,555
+930
| +8% | +$132K | 0.05% | 439 |
|
|
2022
Q2 | $1.65M | Hold |
11,625
| – | – | 0.05% | 406 |
|
|
2022
Q1 | $1.65M | Buy |
11,625
+8,033
| +224% | +$1.14M | 0.05% | 406 |
|
|
2021
Q4 | $466K | Sell |
3,592
-62
| -2% | -$8.04K | 0.01% | 610 |
|
|
2021
Q3 | $415K | Sell |
3,654
-23
| -0.6% | -$2.61K | 0.01% | 623 |
|
|
2021
Q2 | $379K | Sell |
3,677
-14,341
| -80% | -$1.48M | 0.01% | 637 |
|
|
2021
Q1 | $1.51M | Buy |
18,018
+6,234
| +53% | +$523K | 0.03% | 291 |
|
|
2020
Q4 | $1.07M | Buy |
11,784
+1,523
| +15% | +$139K | 0.04% | 331 |
|
|
2020
Q3 | $820K | Buy |
10,261
+637
| +7% | +$50.9K | 0.05% | 327 |
|
|
2020
Q2 | $648K | Sell |
9,624
-1,473
| -13% | -$99.2K | 0.05% | 357 |
|
|
2020
Q1 | $741K | Buy |
11,097
+252
| +2% | +$16.8K | 0.07% | 267 |
|
|
2019
Q4 | $847K | Sell |
10,845
-1,419
| -12% | -$111K | 0.06% | 318 |
|
|
2019
Q3 | $889K | Buy |
+12,264
| New | +$889K | 0.06% | 332 |
|
|
2019
Q1 | $108K | Sell |
1,686
-11,295
| -87% | -$724K | 0.01% | 661 |
|
|
2018
Q4 | $651K | Buy |
12,981
+63
| +0.5% | +$3.16K | 0.04% | 462 |
|
|
2018
Q3 | $750K | Buy |
12,918
+438
| +4% | +$25.4K | 0.03% | 526 |
|
|
2018
Q2 | $606K | Sell |
12,480
-1,800
| -13% | -$87.4K | 0.03% | 586 |
|
|
2018
Q1 | $536K | Hold |
14,280
| – | – | 0.02% | 598 |
|
|
2017
Q4 | $536K | Sell |
14,280
-7,392
| -34% | -$277K | 0.02% | 597 |
|
|
2017
Q3 | $790K | Buy |
21,672
+1,464
| +7% | +$53.4K | 0.03% | 515 |
|
|
2017
Q2 | $796K | Buy |
20,208
+1,341
| +7% | +$52.8K | 0.03% | 499 |
|
|
2017
Q1 | $592K | Sell |
18,867
-120
| -0.6% | -$3.77K | 0.03% | 596 |
|
|
2016
Q4 | $593K | Sell |
18,987
-1,842
| -9% | -$57.5K | 0.03% | 550 |
|
|
2016
Q3 | $837K | Buy |
20,829
+4,476
| +27% | +$180K | 0.04% | 403 |
|
|
2016
Q2 | $544K | Buy |
16,353
+14,667
| +870% | +$488K | 0.03% | 519 |
|
|
2016
Q1 | $108K | Sell |
1,686
-26,220
| -94% | -$1.68M | 0.01% | 661 |
|
|
2015
Q4 | $735K | Buy |
+27,906
| New | +$735K | 0.05% | 379 |
|