Jackson Grant Investment Advisers’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 | $30.1K | Hold |
385
| – | – | 0.01% | 210 |
|
|
2025
Q1 | $27.9K | Hold |
385
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $28.5K | Hold |
385
| – | – | 0.01% | 212 |
|
|
2024
Q3 | $25.4K | Hold |
385
| – | – | 0.01% | 217 |
|
|
2024
Q2 | $35.6K | Hold |
385
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $36.8K | Hold |
385
| – | – | 0.02% | 189 |
|
|
2023
Q4 | $29.4K | Sell |
385
-163
| -30% | -$12.4K | 0.01% | 203 |
|
|
2023
Q3 | $38K | Buy |
+548
| New | +$38K | 0.02% | 184 |
|
|
2023
Q2 | – | Sell |
-548
| Closed | -$45.3K | – | 439 |
|
|
2023
Q1 | $45.3K | Hold |
548
| – | – | 0.02% | 193 |
|
|
2022
Q4 | $40.9K | Hold |
548
| – | – | 0.02% | 197 |
|
|
2022
Q3 | $45K | Hold |
548
| – | – | 0.02% | 180 |
|
|
2022
Q2 | $52K | Hold |
548
| – | – | 0.03% | 176 |
|
|
2022
Q1 | $65K | Hold |
548
| – | – | 0.03% | 176 |
|
|
2021
Q4 | $71K | Hold |
548
| – | – | 0.04% | 144 |
|
|
2021
Q3 | $62K | Hold |
548
| – | – | 0.03% | 183 |
|
|
2021
Q2 | $57K | Buy |
548
+27
| +5% | +$2.81K | 0.03% | 190 |
|
|
2021
Q1 | $44K | Buy |
521
+275
| +112% | +$23.2K | 0.02% | 211 |
|
|
2020
Q4 | $22K | Hold |
246
| – | – | 0.01% | 249 |
|
|
2020
Q3 | $20K | Hold |
246
| – | – | 0.01% | 184 |
|
|
2020
Q2 | $17K | Hold |
246
| – | – | 0.01% | 184 |
|
|
2020
Q1 | $15K | Hold |
246
| – | – | 0.01% | 181 |
|
|
2019
Q4 | $19K | Hold |
246
| – | – | 0.01% | 188 |
|
|
2019
Q3 | $18K | Hold |
246
| – | – | 0.01% | 193 |
|
|
2019
Q2 | $15K | Hold |
246
| – | – | 0.01% | 200 |
|
|
2019
Q1 | $16K | Hold |
246
| – | – | 0.01% | 190 |
|
|
2018
Q4 | $13K | Buy |
+246
| New | +$13K | 0.01% | 190 |
|