Level Four Advisory 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 | $249K | Sell |
3,182
-589
| -16% | -$46.1K | 0.01% | 694 |
|
|
2025
Q1 | $273K | Sell |
3,771
-54
| -1% | -$3.91K | 0.01% | 650 |
|
|
2024
Q4 | $283K | Sell |
3,825
-1,625
| -30% | -$120K | 0.01% | 636 |
|
|
2024
Q3 | $365K | Sell |
5,450
-4,466
| -45% | -$299K | 0.02% | 588 |
|
|
2024
Q2 | $916K | Buy |
9,916
+1,598
| +19% | +$148K | 0.04% | 357 |
|
|
2024
Q1 | $634K | Hold |
8,318
| – | – | 0.03% | 405 |
|
|
2023
Q4 | $634K | Buy |
+8,318
| New | +$634K | 0.04% | 400 |
|
|
2023
Q3 | – | Sell |
-8,175
| Closed | -$771K | – | 776 |
|
|
2023
Q2 | $771K | Buy |
8,175
+67
| +0.8% | +$6.32K | 0.05% | 350 |
|
|
2023
Q1 | $671K | Buy |
8,108
+2,456
| +43% | +$203K | 0.04% | 359 |
|
|
2022
Q4 | $422K | Buy |
+5,652
| New | +$422K | 0.03% | 428 |
|
|
2020
Q1 | – | Sell |
-1,581
| Closed | -$210K | – | 506 |
|
|
2019
Q4 | $210K | Buy |
+1,581
| New | +$210K | 0.01% | 536 |
|
|
2017
Q4 | – | Sell |
-19,035
| Closed | -$694K | – | 542 |
|
|
2017
Q3 | $694K | Buy |
19,035
+9,567
| +101% | +$349K | 0.06% | 285 |
|
|
2017
Q2 | $297K | Sell |
9,468
-7,707
| -45% | -$242K | 0.05% | 373 |
|
|
2017
Q1 | $535K | Sell |
17,175
-1,776
| -9% | -$55.3K | 0.05% | 308 |
|
|
2016
Q4 | $592K | Buy |
+18,951
| New | +$592K | 0.08% | 244 |
|