Kestra Private Wealth Services’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 | $426K | Buy |
5,447
+863
| +19% | +$67.5K | 0.01% | 1104 |
|
|
2025
Q1 | $332K | Sell |
4,584
-124
| -3% | -$8.99K | 0.01% | 1146 |
|
|
2024
Q4 | $349K | Sell |
4,708
-2,734
| -37% | -$202K | 0.01% | 1077 |
|
|
2024
Q3 | $491K | Buy |
7,442
+1,150
| +18% | +$75.9K | 0.01% | 876 |
|
|
2024
Q2 | $581K | Buy |
6,292
+1,618
| +35% | +$149K | 0.01% | 768 |
|
|
2024
Q1 | $447K | Sell |
4,674
-122
| -3% | -$11.7K | 0.01% | 846 |
|
|
2023
Q4 | $366K | Buy |
4,796
+396
| +9% | +$30.2K | 0.01% | 862 |
|
|
2023
Q3 | $305K | Buy |
4,400
+72
| +2% | +$4.99K | 0.01% | 861 |
|
|
2023
Q2 | $408K | Buy |
4,328
+274
| +7% | +$25.8K | 0.01% | 703 |
|
|
2023
Q1 | $335K | Sell |
4,054
-885
| -18% | -$73.2K | 0.01% | 744 |
|
|
2022
Q4 | $368K | Sell |
4,939
-4,634
| -48% | -$346K | 0.02% | 607 |
|
|
2022
Q3 | $791K | Sell |
9,573
-137
| -1% | -$11.3K | 0.05% | 379 |
|
|
2022
Q2 | $923K | Buy |
9,710
+350
| +4% | +$33.3K | 0.05% | 360 |
|
|
2022
Q1 | $1.1M | Sell |
9,360
-3,989
| -30% | -$470K | 0.05% | 352 |
|
|
2021
Q4 | $1.73M | Buy |
13,349
+4,205
| +46% | +$545K | 0.08% | 260 |
|
|
2021
Q3 | $1.04M | Buy |
9,144
+499
| +6% | +$56.5K | 0.06% | 339 |
|
|
2021
Q2 | $895K | Buy |
8,645
+130
| +2% | +$13.5K | 0.05% | 359 |
|
|
2021
Q1 | $712K | Buy |
+8,515
| New | +$712K | 0.05% | 377 |
|