Inspirion Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Inspirion Wealth Advisors’s Portfolio EW Stock Details EW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$889K	Sell	11,363 -400	-3%	-$31.3K	0.12%	68
2025 Q1	$853K	Buy	11,763 +488	+4%	+$35.4K	0.12%	65
2024 Q4	$830K	Hold	11,275	–	–	0.12%	69
2024 Q3	$744K	Hold	11,275	–	–	0.1%	73
2024 Q2	$1.04M	Hold	11,275	–	–	0.16%	58
2024 Q1	$1.08M	Hold	11,275	–	–	0.18%	57
2023 Q4	$852K	Hold	11,275	–	–	0.15%	59
2023 Q3	$781K	Hold	11,275	–	–	0.15%	62
2023 Q2	$1.06M	Hold	11,275	–	–	0.2%	51
2023 Q1	$933K	Hold	11,275	–	–	0.19%	54
2022 Q4	$841K	Sell	11,275 -270	-2%	-$20.1K	0.18%	57
2022 Q3	$954K	Hold	11,545	–	–	0.22%	43
2022 Q2	$1.1M	Hold	11,545	–	–	0.24%	43
2022 Q1	$1.36M	Sell	11,545 -190	-2%	-$22.4K	0.28%	37
2021 Q4	$1.52M	Hold	11,735	–	–	0.32%	35
2021 Q3	$1.33M	Hold	11,735	–	–	0.31%	34
2021 Q2	$1.22M	Hold	11,735	–	–	0.3%	32
2021 Q1	$982K	Sell	11,735 -120	-1%	-$10K	0.26%	37
2020 Q4	$1.08M	Sell	11,855 -1,000	-8%	-$91.3K	0.3%	29
2020 Q3	$1.03M	Hold	12,855	–	–	0.35%	27
2020 Q2	$888K	Hold	12,855	–	–	0.35%	29
2020 Q1	$808K	Sell	12,855 -576	-4%	-$36.2K	0.4%	27
2019 Q4	$1.04M	Sell	13,431 -600	-4%	-$46.6K	0.35%	28
2019 Q3	$1.03M	Hold	14,031	–	–	0.45%	25
2019 Q2	$864K	Sell	14,031 -1,620	-10%	-$99.8K	0.37%	28
2019 Q1	$998K	Hold	15,651	–	–	0.44%	25
2018 Q4	$799K	Hold	15,651	–	–	0.4%	27
2018 Q3	$908K	Sell	15,651 -249	-2%	-$14.4K	0.39%	28
2018 Q2	$772K	Sell	15,900 -1,200	-7%	-$58.3K	0.36%	28
2018 Q1	$795K	Hold	17,100	–	–	0.39%	30
2017 Q4	$642K	Sell	17,100 -78	-0.5%	-$2.93K	0.31%	30
2017 Q3	$626K	Sell	17,178 -3,096	-15%	-$113K	0.32%	29
2017 Q2	$799K	Sell	20,274 -270	-1%	-$10.6K	0.43%	25
2017 Q1	$644K	Hold	20,544	–	–	0.36%	29
2016 Q4	$642K	Hold	20,544	–	–	0.41%	28
2016 Q3	$826K	Hold	20,544	–	–	0.54%	26
2016 Q2	$683K	Sell	20,544 -450	-2%	-$15K	0.45%	29
2016 Q1	$617K	Hold	20,994	–	–	0.43%	29
2015 Q4	$553K	Sell	20,994 -3,708	-15%	-$97.7K	0.41%	30
2015 Q3	$585K	Hold	24,702	–	–	0.46%	29
2015 Q2	$586K	Hold	24,702	–	–	0.43%	28
2015 Q1	$587K	Hold	24,702	–	–	0.47%	28
2014 Q4	$524K	Buy	+24,702	New	+$524K	0.49%	28