Meridian Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,033
| Closed | -$596K | – | 176 |
|
|
2024
Q3 | $596K | Sell |
9,033
-22,584
| -71% | -$1.49M | 0.1% | 101 |
|
|
2024
Q2 | $2.92M | Buy |
31,617
+846
| +3% | +$78.1K | 0.52% | 47 |
|
|
2024
Q1 | $2.94M | Buy |
30,771
+3,082
| +11% | +$295K | 0.55% | 44 |
|
|
2023
Q4 | $2.11M | Sell |
27,689
-90
| -0.3% | -$6.86K | 0.46% | 54 |
|
|
2023
Q3 | $1.92M | Sell |
27,779
-800
| -3% | -$55.4K | 0.48% | 53 |
|
|
2023
Q2 | $2.7M | Buy |
28,579
+1,233
| +5% | +$116K | 0.65% | 44 |
|
|
2023
Q1 | $2.26M | Buy |
27,346
+4,253
| +18% | +$352K | 0.57% | 47 |
|
|
2022
Q4 | $1.72M | Buy |
23,093
+436
| +2% | +$32.5K | 0.44% | 56 |
|
|
2022
Q3 | $1.87M | Sell |
22,657
-3,410
| -13% | -$282K | 0.53% | 44 |
|
|
2022
Q2 | $2.48M | Buy |
26,067
+944
| +4% | +$89.8K | 0.66% | 39 |
|
|
2022
Q1 | $2.96M | Buy |
25,123
+2,254
| +10% | +$265K | 0.69% | 37 |
|
|
2021
Q4 | $2.96M | Buy |
22,869
+2,524
| +12% | +$327K | 0.72% | 33 |
|
|
2021
Q3 | $2.3M | Buy |
20,345
+1,081
| +6% | +$122K | 0.64% | 35 |
|
|
2021
Q2 | $2M | Buy |
19,264
+5,548
| +40% | +$575K | 0.56% | 43 |
|
|
2021
Q1 | $1.15M | Buy |
13,716
+4,977
| +57% | +$416K | 0.38% | 63 |
|
|
2020
Q4 | $797K | Buy |
+8,739
| New | +$797K | 0.29% | 76 |
|