Mason & Associates (California)’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 | $226K | Sell |
2,890
-92
| -3% | -$7.2K | 0.05% | 114 |
|
|
2025
Q1 | $216K | Sell |
2,982
-4,080
| -58% | -$296K | 0.05% | 109 |
|
|
2024
Q4 | $523K | Sell |
7,062
-820
| -10% | -$60.7K | 0.12% | 71 |
|
|
2024
Q3 | $520K | Buy |
7,882
+3,460
| +78% | +$228K | 0.13% | 72 |
|
|
2024
Q2 | $408K | Sell |
4,422
-20
| -0.5% | -$1.85K | 0.11% | 76 |
|
|
2024
Q1 | $424K | Hold |
4,442
| – | – | 0.11% | 67 |
|
|
2023
Q4 | $339K | Sell |
4,442
-645
| -13% | -$49.2K | 0.1% | 64 |
|
|
2023
Q3 | $352K | Sell |
5,087
-420
| -8% | -$29.1K | 0.11% | 61 |
|
|
2023
Q2 | $519K | Sell |
5,507
-90
| -2% | -$8.49K | 0.15% | 53 |
|
|
2023
Q1 | $463K | Hold |
5,597
| – | – | 0.14% | 53 |
|
|
2022
Q4 | $418K | Hold |
5,597
| – | – | 0.13% | 53 |
|
|
2022
Q3 | $462K | Hold |
5,597
| – | – | 0.16% | 48 |
|
|
2022
Q2 | $532K | Hold |
5,597
| – | – | 0.19% | 46 |
|
|
2022
Q1 | $659K | Hold |
5,597
| – | – | 0.2% | 51 |
|
|
2021
Q4 | $725K | Buy |
+5,597
| New | +$725K | 0.22% | 44 |
|