Legacy Wealth Management (Mississippi)’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 | – | Sell |
-3,045
| Closed | -$221K | – | 100 |
|
|
2025
Q1 | $221K | Sell |
3,045
-11,036
| -78% | -$800K | 0.07% | 93 |
|
|
2024
Q4 | $1.04M | Hold |
14,081
| – | – | 0.41% | 42 |
|
|
2024
Q3 | $929K | Buy |
14,081
+4,605
| +49% | +$304K | 0.34% | 50 |
|
|
2024
Q2 | $875K | Hold |
9,476
| – | – | 0.37% | 46 |
|
|
2024
Q1 | $906K | Sell |
9,476
-195
| -2% | -$18.6K | 0.41% | 45 |
|
|
2023
Q4 | $737K | Buy |
9,671
+278
| +3% | +$21.2K | 0.36% | 50 |
|
|
2023
Q3 | $651K | Sell |
9,393
-25
| -0.3% | -$1.73K | 0.34% | 54 |
|
|
2023
Q2 | $888K | Sell |
9,418
-10
| -0.1% | -$943 | 0.45% | 48 |
|
|
2023
Q1 | $780K | Hold |
9,428
| – | – | 0.43% | 48 |
|
|
2022
Q4 | $703K | Sell |
9,428
-80
| -0.8% | -$5.97K | 0.42% | 48 |
|
|
2022
Q3 | $786K | Hold |
9,508
| – | – | 0.53% | 49 |
|
|
2022
Q2 | $904K | Sell |
9,508
-104
| -1% | -$9.89K | 0.55% | 54 |
|
|
2022
Q1 | $1.13M | Buy |
9,612
+47
| +0.5% | +$5.53K | 0.59% | 55 |
|
|
2021
Q4 | $1.24M | Buy |
9,565
+33
| +0.3% | +$4.28K | 0.63% | 46 |
|
|
2021
Q3 | $1.08M | Hold |
9,532
| – | – | 0.58% | 51 |
|
|
2021
Q2 | $987K | Hold |
9,532
| – | – | 0.55% | 51 |
|
|
2021
Q1 | $797K | Hold |
9,532
| – | – | 0.48% | 54 |
|
|
2020
Q4 | $870K | Hold |
9,532
| – | – | 0.55% | 51 |
|
|
2020
Q3 | $761K | Hold |
9,532
| – | – | 0.52% | 52 |
|
|
2020
Q2 | $659K | Buy |
9,532
+622
| +7% | +$43K | 0.5% | 58 |
|
|
2020
Q1 | $560K | Buy |
+8,910
| New | +$560K | 0.52% | 57 |
|