LWAM
Legacy Wealth Asset Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
22,231
+271
| +1% | +$21.2K | 0.44% | 56 |
|
|
2025
Q1 | $1.59M | Buy |
21,960
+1,207
| +6% | +$87.5K | 0.44% | 60 |
|
|
2024
Q4 | $1.54M | Sell |
20,753
-896
| -4% | -$66.3K | 0.42% | 60 |
|
|
2024
Q3 | $1.43M | Buy |
21,649
+1,615
| +8% | +$107K | 0.38% | 72 |
|
|
2024
Q2 | $1.85M | Buy |
20,034
+2,624
| +15% | +$242K | 0.52% | 45 |
|
|
2024
Q1 | $1.66M | Buy |
17,410
+452
| +3% | +$43.2K | 0.46% | 55 |
|
|
2023
Q4 | $1.29M | Buy |
16,958
+134
| +0.8% | +$10.2K | 0.42% | 67 |
|
|
2023
Q3 | $1.17M | Buy |
16,824
+176
| +1% | +$12.2K | 0.43% | 70 |
|
|
2023
Q2 | $1.57M | Buy |
16,648
+6,205
| +59% | +$585K | 0.55% | 43 |
|
|
2023
Q1 | $864K | Buy |
10,443
+217
| +2% | +$18K | 0.31% | 95 |
|
|
2022
Q4 | $763K | Buy |
10,226
+1,018
| +11% | +$76K | 0.29% | 116 |
|
|
2022
Q3 | $761K | Buy |
+9,208
| New | +$761K | 0.33% | 98 |
|