Magnus Financial Group’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $261K | Buy |
+2,890
| New | +$242K | 0.02% | 337 |
|
|
2024
Q3 | – | Sell |
-2,689
| Closed | -$248K | – | 345 |
|
|
2024
Q2 | $248K | Buy |
2,689
+10
| +0.4% | +$886 | 0.03% | 279 |
|
|
2024
Q1 | $256K | Buy |
2,679
+1
| +0% | +$84 | 0.03% | 272 |
|
|
2023
Q4 | $204K | Buy |
+2,678
| New | +$186K | 0.03% | 279 |
|
|
2023
Q3 | – | Sell |
-2,707
| Closed | -$255K | – | 272 |
|
|
2023
Q2 | $255K | Buy |
2,707
+5
| +0.2% | +$435 | 0.04% | 229 |
|
|
2023
Q1 | $224K | Sell |
2,702
-67
| -2% | -$5.27K | 0.03% | 249 |
|
|
2022
Q4 | $207K | Sell |
2,769
-35
| -1% | -$2.7K | 0.03% | 247 |
|
|
2022
Q3 | $232K | Sell |
2,804
-62
| -2% | -$5.97K | 0.04% | 217 |
|
|
2022
Q2 | $273K | Buy |
2,866
+108
| +4% | +$11.2K | 0.05% | 221 |
|
|
2022
Q1 | $325K | Buy |
2,758
+25
| +0.9% | +$2.81K | 0.05% | 215 |
|
|
2021
Q4 | $354K | Hold |
2,733
| – | – | 0.07% | 175 |
|
|
2021
Q3 | $309K | Hold |
2,733
| – | – | 0.07% | 182 |
|
|
2021
Q2 | $283K | Hold |
2,733
| – | – | 0.06% | 193 |
|
|
2021
Q1 | $229K | Sell |
2,733
-1,439
| -34% | -$122K | 0.06% | 204 |
|
|
2020
Q4 | $381K | Sell |
4,172
-325
| -7% | -$27K | 0.04% | 180 |
|
|
2020
Q3 | $359K | Sell |
4,497
-1,155
| -20% | -$90.1K | 0.04% | 162 |
|
|
2020
Q2 | $391K | Buy |
5,652
+15
| +0.3% | +$1.07K | 0.04% | 232 |
|
|
2020
Q1 | $354K | Sell |
5,637
-198
| -3% | -$14.3K | 0.05% | 219 |
|
|
2019
Q4 | $454K | Buy |
5,835
+9
| +0.2% | +$703 | 0.07% | 166 |
|
|
2019
Q3 | $427K | Buy |
5,826
+21
| +0.4% | +$1.48K | 0.08% | 144 |
|
|
2019
Q2 | $357K | Hold |
5,805
| – | – | 0.07% | 183 |
|
|
2019
Q1 | $370K | Buy |
+5,805
| New | +$331K | 0.08% | 164 |
|
Other funds holding EW
WT
SIM
FFM
UAS
MIM
CNB
P
JC