LGWM
Litman Gregory Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
144,792
-16,844
| -10% | -$1.32M | 0.89% | 30 |
|
|
2025
Q1 | $11.7M | Buy |
161,636
+3,690
| +2% | +$267K | 1% | 27 |
|
|
2024
Q4 | $11.7M | Sell |
157,946
-3,425
| -2% | -$254K | 1.01% | 29 |
|
|
2024
Q3 | $10.6M | Buy |
161,371
+31,997
| +25% | +$2.11M | 0.89% | 30 |
|
|
2024
Q2 | $12M | Buy |
129,374
+2,997
| +2% | +$277K | 1.06% | 26 |
|
|
2024
Q1 | $12.1M | Sell |
126,377
-70
| -0.1% | -$6.69K | 1.1% | 23 |
|
|
2023
Q4 | $9.64M | Buy |
126,447
+997
| +0.8% | +$76K | 0.91% | 25 |
|
|
2023
Q3 | $8.69M | Buy |
+125,450
| New | +$8.69M | 0.9% | 25 |
|