KWM
Kingsview Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
25,437
-305
| -1% | -$23.9K | 0.03% | 438 |
|
|
2025
Q1 | $1.87M | Sell |
25,742
-55
| -0.2% | -$3.99K | 0.04% | 402 |
|
|
2024
Q4 | $1.91M | Sell |
25,797
-144
| -0.6% | -$10.7K | 0.04% | 398 |
|
|
2024
Q3 | $1.71M | Sell |
25,941
-1,183
| -4% | -$78.1K | 0.04% | 411 |
|
|
2024
Q2 | $2.51M | Buy |
27,124
+246
| +0.9% | +$22.7K | 0.06% | 292 |
|
|
2024
Q1 | $2.57M | Sell |
26,878
-106
| -0.4% | -$10.1K | 0.06% | 282 |
|
|
2023
Q4 | $2.06M | Buy |
26,984
+114
| +0.4% | +$8.69K | 0.06% | 272 |
|
|
2023
Q3 | $1.86M | Buy |
26,870
+524
| +2% | +$36.3K | 0.07% | 295 |
|
|
2023
Q2 | $2.49M | Hold |
26,346
| – | – | 0.1% | 212 |
|
|
2023
Q1 | $2.18M | Sell |
26,346
-543
| -2% | -$44.9K | 0.09% | 225 |
|
|
2022
Q4 | $2.01M | Sell |
26,889
-124
| -0.5% | -$9.25K | 0.09% | 236 |
|
|
2022
Q3 | $2.23M | Buy |
27,013
+29
| +0.1% | +$2.4K | 0.11% | 209 |
|
|
2022
Q2 | $2.57M | Sell |
26,984
-350
| -1% | -$33.3K | 0.12% | 185 |
|
|
2022
Q1 | $3.22M | Sell |
27,334
-325
| -1% | -$38.3K | 0.14% | 161 |
|
|
2021
Q4 | $3.58M | Buy |
27,659
+800
| +3% | +$104K | 0.15% | 151 |
|
|
2021
Q3 | $3.04M | Buy |
26,859
+1,185
| +5% | +$134K | 0.14% | 160 |
|
|
2021
Q2 | $2.69M | Sell |
25,674
-620
| -2% | -$65K | 0.13% | 171 |
|
|
2021
Q1 | $2.2M | Sell |
26,294
-124
| -0.5% | -$10.4K | 0.13% | 174 |
|
|
2020
Q4 | $2.41M | Sell |
26,418
-1,876
| -7% | -$171K | 0.17% | 134 |
|
|
2020
Q3 | $2.26M | Buy |
28,294
+730
| +3% | +$58.3K | 0.2% | 121 |
|
|
2020
Q2 | $1.91M | Buy |
27,564
+17,240
| +167% | +$1.19M | 0.19% | 133 |
|
|
2020
Q1 | $1.95M | Buy |
10,324
+4,978
| +93% | +$939K | 0.26% | 105 |
|
|
2019
Q4 | $1.25M | Buy |
+5,346
| New | +$1.25M | 0.16% | 170 |
|
|
2019
Q3 | – | Sell |
-2,775
| Closed | -$513K | – | 426 |
|
|
2019
Q2 | $513K | Sell |
2,775
-50
| -2% | -$9.24K | 0.09% | 242 |
|
|
2019
Q1 | $541K | Sell |
2,825
-650
| -19% | -$124K | 0.08% | 255 |
|
|
2018
Q4 | $532K | Sell |
3,475
-100
| -3% | -$15.3K | 0.12% | 212 |
|
|
2018
Q3 | $622K | Hold |
3,575
| – | – | 0.13% | 204 |
|
|
2018
Q2 | $520K | Hold |
3,575
| – | – | 0.12% | 190 |
|
|
2018
Q1 | $520K | Buy |
+3,575
| New | +$520K | 0.13% | 197 |
|