Institute for Wealth Management’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 | $400K | Sell |
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|
2025
Q2 | $403K | Hold |
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|
2025
Q1 | $374K | Hold |
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|
2024
Q4 | $382K | Hold |
|
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|
2024
Q3 | $340K | Sell |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $500K | Hold |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $504K | Hold |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $459K | Hold |
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $676K | Hold |
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|
2021
Q4 | $744K | Hold |
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|
2021
Q3 | $650K | Hold |
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|
2021
Q2 | $595K | Hold |
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|
2021
Q1 | $481K | Sell |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $479K | Buy |
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|
2020
Q2 | $413K | Buy |
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|
2020
Q1 | $374K | Buy |
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $436K | Hold |
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|
2018
Q4 | $349K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $313K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $339K | Buy |
|