Key Financial Inc’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 | $150K | Sell |
1,912
-400
| -17% | -$31.3K | 0.03% | 320 |
|
|
2025
Q1 | $168K | Hold |
2,312
| – | – | 0.04% | 291 |
|
|
2024
Q4 | $171K | Hold |
2,312
| – | – | 0.04% | 271 |
|
|
2024
Q3 | $153K | Hold |
2,312
| – | – | 0.03% | 283 |
|
|
2024
Q2 | $214K | Hold |
2,312
| – | – | 0.05% | 236 |
|
|
2024
Q1 | $221K | Sell |
2,312
-589
| -20% | -$56.3K | 0.06% | 220 |
|
|
2023
Q4 | $221K | Hold |
2,901
| – | – | 0.06% | 210 |
|
|
2023
Q3 | $201K | Hold |
2,901
| – | – | 0.07% | 201 |
|
|
2023
Q2 | $274K | Hold |
2,901
| – | – | 0.09% | 176 |
|
|
2023
Q1 | $240K | Hold |
2,901
| – | – | 0.09% | 176 |
|
|
2022
Q4 | $240K | Hold |
2,901
| – | – | 0.11% | 145 |
|
|
2022
Q3 | $240K | Hold |
2,901
| – | – | 0.11% | 146 |
|
|
2022
Q2 | $283K | Hold |
2,901
| – | – | 0.15% | 116 |
|
|
2022
Q1 | $342K | Hold |
2,901
| – | – | 0.17% | 112 |
|
|
2021
Q4 | $376K | Hold |
2,901
| – | – | 0.19% | 105 |
|
|
2021
Q3 | $328K | Buy |
2,901
+18
| +0.6% | +$2.04K | 0.19% | 105 |
|
|
2021
Q2 | $324K | Hold |
2,883
| – | – | 0.18% | 107 |
|
|
2021
Q1 | $241K | Hold |
2,883
| – | – | 0.16% | 125 |
|
|
2020
Q4 | $263K | Hold |
2,883
| – | – | 0.2% | 95 |
|
|
2020
Q3 | $230K | Buy |
+2,883
| New | +$230K | 0.24% | 99 |
|
|
2020
Q2 | – | Sell |
-2,883
| Closed | -$188K | – | 260 |
|
|
2020
Q1 | $188K | Hold |
2,883
| – | – | 0.19% | 94 |
|
|
2019
Q4 | $224K | Buy |
+2,883
| New | +$224K | 0.21% | 100 |
|