Integrated Wealth Concepts’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 | $783K | Buy |
10,005
+1,605
| +19% | +$126K | 0.01% | 1049 |
|
|
2025
Q1 | $609K | Sell |
8,400
-1,390
| -14% | -$101K | 0.01% | 1059 |
|
|
2024
Q4 | $725K | Buy |
9,790
+1,856
| +23% | +$137K | 0.01% | 964 |
|
|
2024
Q3 | $524K | Sell |
7,934
-4,556
| -36% | -$301K | 0.01% | 1058 |
|
|
2024
Q2 | $1.15M | Buy |
12,490
+685
| +6% | +$63.3K | 0.02% | 698 |
|
|
2024
Q1 | $1.13M | Buy |
11,805
+152
| +1% | +$14.5K | 0.02% | 703 |
|
|
2023
Q4 | $889K | Buy |
11,653
+100
| +0.9% | +$7.63K | 0.01% | 774 |
|
|
2023
Q3 | $800K | Sell |
11,553
-617
| -5% | -$42.7K | 0.01% | 785 |
|
|
2023
Q2 | $1.15M | Buy |
12,170
+1,494
| +14% | +$141K | 0.02% | 621 |
|
|
2023
Q1 | $883K | Buy |
10,676
+4,692
| +78% | +$388K | 0.02% | 660 |
|
|
2022
Q4 | $446K | Sell |
5,984
-386
| -6% | -$28.8K | 0.01% | 689 |
|
|
2022
Q3 | $526K | Sell |
6,370
-372
| -6% | -$30.7K | 0.02% | 576 |
|
|
2022
Q2 | $641K | Buy |
6,742
+145
| +2% | +$13.8K | 0.02% | 534 |
|
|
2022
Q1 | $777K | Sell |
6,597
-5,367
| -45% | -$632K | 0.02% | 458 |
|
|
2021
Q4 | $1.55M | Sell |
11,964
-605
| -5% | -$78.4K | 0.05% | 309 |
|
|
2021
Q3 | $1.42M | Buy |
12,569
+604
| +5% | +$68.4K | 0.05% | 310 |
|
|
2021
Q2 | $1.24M | Buy |
11,965
+634
| +6% | +$65.7K | 0.04% | 301 |
|
|
2021
Q1 | $948K | Buy |
11,331
+1,196
| +12% | +$100K | 0.04% | 305 |
|
|
2020
Q4 | $925K | Buy |
10,135
+1,395
| +16% | +$127K | 0.04% | 270 |
|
|
2020
Q3 | $698K | Buy |
8,740
+541
| +7% | +$43.2K | 0.04% | 278 |
|
|
2020
Q2 | $567K | Buy |
8,199
+1,203
| +17% | +$83.2K | 0.04% | 257 |
|
|
2020
Q1 | $440K | Sell |
6,996
-849
| -11% | -$53.4K | 0.04% | 241 |
|
|
2019
Q4 | $610K | Buy |
7,845
+624
| +9% | +$48.5K | 0.05% | 235 |
|
|
2019
Q3 | $529K | Buy |
7,221
+675
| +10% | +$49.5K | 0.06% | 193 |
|
|
2019
Q2 | $349K | Buy |
6,546
+1,839
| +39% | +$98K | 0.05% | 243 |
|
|
2019
Q1 | $300K | Buy |
4,707
+42
| +0.9% | +$2.68K | 0.05% | 240 |
|
|
2018
Q4 | $238K | Buy |
4,665
+147
| +3% | +$7.5K | 0.06% | 222 |
|
|
2018
Q3 | $257K | Buy |
4,518
+261
| +6% | +$14.8K | 0.08% | 204 |
|
|
2018
Q2 | $207K | Buy |
+4,257
| New | +$207K | 0.07% | 211 |
|