McKinley Carter Wealth 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 | $420K | Sell |
5,365
-125
| -2% | -$9.78K | 0.02% | 231 |
|
|
2025
Q1 | $398K | Hold |
5,490
| – | – | 0.02% | 231 |
|
|
2024
Q4 | $406K | Sell |
5,490
-31
| -0.6% | -$2.3K | 0.02% | 222 |
|
|
2024
Q3 | $364K | Hold |
5,521
| – | – | 0.02% | 236 |
|
|
2024
Q2 | $510K | Buy |
5,521
+31
| +0.6% | +$2.86K | 0.03% | 205 |
|
|
2024
Q1 | $525K | Hold |
5,490
| – | – | 0.04% | 203 |
|
|
2023
Q4 | $419K | Sell |
5,490
-505
| -8% | -$38.5K | 0.03% | 220 |
|
|
2023
Q3 | $415K | Sell |
5,995
-198
| -3% | -$13.7K | 0.03% | 220 |
|
|
2023
Q2 | $584K | Hold |
6,193
| – | – | 0.04% | 191 |
|
|
2023
Q1 | $512K | Hold |
6,193
| – | – | 0.04% | 200 |
|
|
2022
Q4 | $462K | Sell |
6,193
-402
| -6% | -$30K | 0.04% | 208 |
|
|
2022
Q3 | $545K | Buy |
6,595
+300
| +5% | +$24.8K | 0.05% | 179 |
|
|
2022
Q2 | $599K | Hold |
6,295
| – | – | 0.05% | 177 |
|
|
2022
Q1 | $741K | Hold |
6,295
| – | – | 0.06% | 165 |
|
|
2021
Q4 | $816K | Hold |
6,295
| – | – | 0.06% | 159 |
|
|
2021
Q3 | $713K | Hold |
6,295
| – | – | 0.06% | 160 |
|
|
2021
Q2 | $652K | Hold |
6,295
| – | – | 0.05% | 167 |
|
|
2021
Q1 | $527K | Hold |
6,295
| – | – | 0.05% | 181 |
|
|
2020
Q4 | $574K | Hold |
6,295
| – | – | 0.08% | 155 |
|
|
2020
Q3 | $502K | Buy |
6,295
+505
| +9% | +$40.3K | 0.11% | 98 |
|
|
2020
Q2 | $400K | Hold |
5,790
| – | – | 0.1% | 105 |
|
|
2020
Q1 | $364K | Sell |
5,790
-6
| -0.1% | -$377 | 0.11% | 106 |
|
|
2019
Q4 | $451K | Buy |
5,796
+6
| +0.1% | +$467 | 0.11% | 114 |
|
|
2019
Q3 | $424K | Sell |
5,790
-60
| -1% | -$4.39K | 0.11% | 116 |
|
|
2019
Q2 | $360K | Buy |
5,850
+60
| +1% | +$3.69K | 0.1% | 125 |
|
|
2019
Q1 | $369K | Hold |
5,790
| – | – | 0.1% | 117 |
|
|
2018
Q4 | $296K | Hold |
5,790
| – | – | 0.1% | 126 |
|
|
2018
Q3 | $336K | Hold |
5,790
| – | – | 0.1% | 125 |
|
|
2018
Q2 | $281K | Hold |
5,790
| – | – | 0.09% | 137 |
|
|
2018
Q1 | $269K | Buy |
+5,790
| New | +$269K | 0.09% | 134 |
|
|
2017
Q4 | – | Sell |
-5,790
| Closed | -$211K | – | 155 |
|
|
2017
Q3 | $211K | Hold |
5,790
| – | – | 0.08% | 138 |
|
|
2017
Q2 | $228K | Buy |
+5,790
| New | +$228K | 0.1% | 120 |
|
|
2014
Q1 | – | Sell |
-55,332
| Closed | -$606K | – | 103 |
|
|
2013
Q4 | $606K | Buy |
+55,332
| New | +$606K | 0.59% | 52 |
|