Mark Sheptoff Financial Planning’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.3K | Hold |
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|
2025
Q2 | $37.5K | Hold |
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|
2025
Q1 | $34.8K | Hold |
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|
2024
Q4 | $35.5K | Hold |
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|
2024
Q3 | $31.7K | Hold |
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|
2024
Q2 | $44.3K | Hold |
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|
2024
Q1 | $45.9K | Hold |
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|
2023
Q4 | $36.6K | Hold |
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|
2023
Q3 | $33.3K | Hold |
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|
2023
Q2 | $45.3K | Hold |
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|
2023
Q1 | $39.7K | Hold |
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|
2022
Q4 | $35.8K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $40K | Hold |
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|
2020
Q4 | $44K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $33K | Hold |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $35K | Buy |
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