IHT Wealth Management’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 | $248K | Sell |
3,169
-1,189
| -27% | -$93K | 0.01% | 981 |
|
|
2025
Q1 | $316K | Sell |
4,358
-169
| -4% | -$12.2K | 0.01% | 839 |
|
|
2024
Q4 | $335K | Sell |
4,527
-1,489
| -25% | -$110K | 0.01% | 820 |
|
|
2024
Q3 | $397K | Sell |
6,016
-4,632
| -44% | -$305K | 0.01% | 797 |
|
|
2024
Q2 | $984K | Sell |
10,648
-1,270
| -11% | -$117K | 0.04% | 439 |
|
|
2024
Q1 | $1.14M | Buy |
11,918
+2,061
| +21% | +$197K | 0.05% | 379 |
|
|
2023
Q4 | $752K | Buy |
9,857
+2,542
| +35% | +$194K | 0.03% | 472 |
|
|
2023
Q3 | $507K | Sell |
7,315
-221
| -3% | -$15.3K | 0.03% | 551 |
|
|
2023
Q2 | $711K | Sell |
7,536
-995
| -12% | -$93.9K | 0.04% | 431 |
|
|
2023
Q1 | $706K | Sell |
8,531
-346
| -4% | -$28.6K | 0.04% | 399 |
|
|
2022
Q4 | $662K | Sell |
8,877
-244
| -3% | -$18.2K | 0.04% | 404 |
|
|
2022
Q3 | $754K | Buy |
9,121
+1,883
| +26% | +$156K | 0.06% | 346 |
|
|
2022
Q2 | $688K | Sell |
7,238
-323
| -4% | -$30.7K | 0.06% | 301 |
|
|
2022
Q1 | $890K | Sell |
7,561
-218
| -3% | -$25.7K | 0.07% | 278 |
|
|
2021
Q4 | $1.01M | Buy |
7,779
+2,715
| +54% | +$352K | 0.07% | 258 |
|
|
2021
Q3 | $573K | Sell |
5,064
-390
| -7% | -$44.1K | 0.05% | 382 |
|
|
2021
Q2 | $565K | Sell |
5,454
-5,052
| -48% | -$523K | 0.04% | 495 |
|
|
2021
Q1 | $879K | Buy |
10,506
+4,006
| +62% | +$335K | 0.06% | 295 |
|
|
2020
Q4 | $593K | Buy |
6,500
+2,061
| +46% | +$188K | 0.05% | 356 |
|
|
2020
Q3 | $354K | Sell |
4,439
-25
| -0.6% | -$1.99K | 0.04% | 432 |
|
|
2020
Q2 | $309K | Sell |
4,464
-141
| -3% | -$9.76K | 0.04% | 404 |
|
|
2020
Q1 | $290K | Sell |
4,605
-315
| -6% | -$19.8K | 0.04% | 399 |
|
|
2019
Q4 | $383K | Buy |
4,920
+384
| +8% | +$29.9K | 0.05% | 381 |
|
|
2019
Q3 | $333K | Buy |
4,536
+1,251
| +38% | +$91.8K | 0.05% | 397 |
|
|
2019
Q2 | $202K | Sell |
3,285
-300
| -8% | -$18.4K | 0.03% | 492 |
|
|
2019
Q1 | $229K | Buy |
+3,585
| New | +$229K | 0.04% | 428 |
|
|
2018
Q4 | – | Sell |
-3,534
| Closed | -$205K | – | 486 |
|
|
2018
Q3 | $205K | Buy |
+3,534
| New | +$205K | 0.04% | 402 |
|
|
2018
Q2 | – | Sell |
-2,796
| Closed | -$126K | – | 714 |
|
|
2018
Q1 | $126K | Buy |
2,796
+1,281
| +85% | +$57.7K | 0.03% | 430 |
|
|
2017
Q4 | $60K | Buy |
1,515
+78
| +5% | +$3.09K | 0.02% | 637 |
|
|
2017
Q3 | $53K | Sell |
1,437
-177
| -11% | -$6.53K | 0.02% | 504 |
|
|
2017
Q2 | $1 | Buy |
1,614
+300
| +23% | – | ﹤0.01% | 1300 |
|
|
2017
Q1 | $41K | Buy |
1,314
+174
| +15% | +$5.43K | 0.03% | 466 |
|
|
2016
Q4 | $36K | Buy |
+1,140
| New | +$36K | 0.03% | 460 |
|