Meridian Wealth Management’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 | $361K | Buy |
4,616
+15
| +0.3% | +$1.17K | 0.02% | 523 |
|
|
2025
Q1 | $333K | Sell |
4,601
-6
| -0.1% | -$435 | 0.02% | 500 |
|
|
2024
Q4 | $341K | Buy |
4,607
+15
| +0.3% | +$1.11K | 0.02% | 495 |
|
|
2024
Q3 | $303K | Buy |
+4,592
| New | +$303K | 0.01% | 516 |
|
|
2024
Q1 | – | Sell |
-4,639
| Closed | -$354K | – | 299 |
|
|
2023
Q4 | $354K | Buy |
4,639
+79
| +2% | +$6.02K | 0.02% | 458 |
|
|
2023
Q3 | $316K | Sell |
4,560
-6,626
| -59% | -$459K | 0.02% | 444 |
|
|
2023
Q2 | $1.06M | Hold |
11,186
| – | – | 0.09% | 186 |
|
|
2023
Q1 | $925K | Sell |
11,186
-250
| -2% | -$20.7K | 0.08% | 218 |
|
|
2022
Q4 | $853K | Hold |
11,436
| – | – | 0.08% | 219 |
|
|
2022
Q3 | $945K | Sell |
11,436
-83
| -0.7% | -$6.86K | 0.1% | 194 |
|
|
2022
Q2 | $1.1M | Buy |
11,519
+19
| +0.2% | +$1.81K | 0.09% | 237 |
|
|
2022
Q1 | $1.35M | Sell |
11,500
-1
| -0% | -$118 | 0.15% | 127 |
|
|
2021
Q4 | $1.49M | Buy |
11,501
+1
| +0% | +$130 | 0.16% | 123 |
|
|
2021
Q3 | $1.3M | Sell |
11,500
-2
| -0% | -$226 | 0.16% | 125 |
|
|
2021
Q2 | $1.19M | Buy |
11,502
+4
| +0% | +$414 | 0.15% | 132 |
|
|
2021
Q1 | $962K | Hold |
11,498
| – | – | 0.14% | 143 |
|
|
2020
Q4 | $1.05M | Buy |
+11,498
| New | +$1.05M | 0.17% | 113 |
|
|
2020
Q1 | – | Sell |
-8,409
| Closed | -$653K | – | 215 |
|
|
2019
Q4 | $653K | Sell |
8,409
-705
| -8% | -$54.7K | 0.31% | 65 |
|
|
2019
Q3 | $668K | Buy |
9,114
+102
| +1% | +$7.48K | 0.31% | 61 |
|
|
2019
Q2 | $5.55K | Sell |
9,012
-177
| -2% | -$109 | 0.22% | 74 |
|
|
2019
Q1 | $586K | Buy |
+9,189
| New | +$586K | 0.27% | 72 |
|
|
2018
Q4 | – | Sell |
-3,750
| Closed | -$218K | – | 167 |
|
|
2018
Q3 | $218K | Buy |
+3,750
| New | +$218K | 0.09% | 154 |
|