Jones Financial Companies’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 | $827K | Buy |
10,574
+619
| +6% | +$48.4K | ﹤0.01% | 1081 |
|
|
2025
Q1 | $707K | Buy |
9,955
+1,941
| +24% | +$138K | ﹤0.01% | 995 |
|
|
2024
Q4 | $593K | Buy |
8,014
+1,329
| +20% | +$98.4K | ﹤0.01% | 932 |
|
|
2024
Q3 | $445K | Buy |
6,685
+5,295
| +381% | +$352K | ﹤0.01% | 865 |
|
|
2024
Q2 | $128K | Buy |
1,390
+723
| +108% | +$66.8K | ﹤0.01% | 963 |
|
|
2024
Q1 | $63.7K | Buy |
667
+296
| +80% | +$28.3K | ﹤0.01% | 685 |
|
|
2023
Q4 | $28.3K | Buy |
371
+37
| +11% | +$2.82K | ﹤0.01% | 546 |
|
|
2023
Q3 | $23.1K | Sell |
334
-60
| -15% | -$4.16K | ﹤0.01% | 420 |
|
|
2023
Q2 | $37.2K | Sell |
394
-1
| -0.3% | -$94 | ﹤0.01% | 379 |
|
|
2023
Q1 | $32.7K | Buy |
+395
| New | +$32.7K | ﹤0.01% | 383 |
|
|
2022
Q2 | – | Sell |
-3,600
| Closed | -$424K | – | 765 |
|
|
2022
Q1 | $424K | Buy |
3,600
+2,505
| +229% | +$295K | ﹤0.01% | 201 |
|
|
2021
Q4 | $142K | Buy |
+1,095
| New | +$142K | ﹤0.01% | 285 |
|
|
2021
Q3 | – | Sell |
-434
| Closed | -$45K | – | 646 |
|
|
2021
Q2 | $45K | Buy |
434
+402
| +1,256% | +$41.7K | ﹤0.01% | 320 |
|
|
2021
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 701 |
|