Institute for 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 | $403K | Hold |
5,155
| – | – | 0.05% | 359 |
|
|
2025
Q1 | $374K | Hold |
5,155
| – | – | 0.05% | 359 |
|
|
2024
Q4 | $382K | Hold |
5,155
| – | – | 0.05% | 346 |
|
|
2024
Q3 | $340K | Sell |
5,155
-87
| -2% | -$5.74K | 0.04% | 384 |
|
|
2024
Q2 | $484K | Buy |
5,242
+8
| +0.2% | +$739 | 0.06% | 286 |
|
|
2024
Q1 | $500K | Hold |
5,234
| – | – | 0.06% | 288 |
|
|
2023
Q4 | $399K | Sell |
5,234
-87
| -2% | -$6.63K | 0.06% | 310 |
|
|
2023
Q3 | $369K | Sell |
5,321
-24
| -0.4% | -$1.66K | 0.07% | 305 |
|
|
2023
Q2 | $504K | Hold |
5,345
| – | – | 0.09% | 258 |
|
|
2023
Q1 | $442K | Hold |
5,345
| – | – | 0.08% | 276 |
|
|
2022
Q4 | $399K | Sell |
5,345
-210
| -4% | -$15.7K | 0.08% | 296 |
|
|
2022
Q3 | $459K | Hold |
5,555
| – | – | 0.1% | 254 |
|
|
2022
Q2 | $528K | Sell |
5,555
-190
| -3% | -$18.1K | 0.1% | 258 |
|
|
2022
Q1 | $676K | Hold |
5,745
| – | – | 0.11% | 228 |
|
|
2021
Q4 | $744K | Hold |
5,745
| – | – | 0.12% | 206 |
|
|
2021
Q3 | $650K | Hold |
5,745
| – | – | 0.11% | 219 |
|
|
2021
Q2 | $595K | Hold |
5,745
| – | – | 0.1% | 238 |
|
|
2021
Q1 | $481K | Sell |
5,745
-54
| -0.9% | -$4.52K | 0.09% | 274 |
|
|
2020
Q4 | $529K | Sell |
5,799
-198
| -3% | -$18.1K | 0.11% | 236 |
|
|
2020
Q3 | $479K | Buy |
5,997
+24
| +0.4% | +$1.92K | 0.11% | 231 |
|
|
2020
Q2 | $413K | Buy |
5,973
+21
| +0.4% | +$1.45K | 0.1% | 272 |
|
|
2020
Q1 | $374K | Buy |
+5,952
| New | +$374K | 0.12% | 236 |
|
|
2019
Q2 | – | Sell |
-6,831
| Closed | -$436K | – | 474 |
|
|
2019
Q1 | $436K | Hold |
6,831
| – | – | 0.09% | 267 |
|
|
2018
Q4 | $349K | Buy |
+6,831
| New | +$349K | 0.14% | 183 |
|
|
2018
Q1 | – | Sell |
-8,319
| Closed | -$313K | – | 297 |
|
|
2017
Q4 | $313K | Buy |
+8,319
| New | +$313K | 0.07% | 299 |
|
|
2017
Q3 | – | Sell |
-8,592
| Closed | -$339K | – | 289 |
|
|
2017
Q2 | $339K | Buy |
+8,592
| New | +$339K | 0.09% | 290 |
|