Mission 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 | $3.56M | Buy |
45,530
+1,073
| +2% | +$83.9K | 0.08% | 141 |
|
|
2025
Q1 | $3.22M | Sell |
44,457
-2,455
| -5% | -$178K | 0.08% | 135 |
|
|
2024
Q4 | $3.47M | Sell |
46,912
-6,642
| -12% | -$492K | 0.08% | 121 |
|
|
2024
Q3 | $3.53M | Sell |
53,554
-3,702
| -6% | -$244K | 0.09% | 121 |
|
|
2024
Q2 | $5.29M | Buy |
57,256
+57
| +0.1% | +$5.27K | 0.14% | 82 |
|
|
2024
Q1 | $5.47M | Sell |
57,199
-47
| -0.1% | -$4.49K | 0.14% | 97 |
|
|
2023
Q4 | $4.37M | Sell |
57,246
-971
| -2% | -$74K | 0.14% | 84 |
|
|
2023
Q3 | $4.03M | Buy |
58,217
+22
| +0% | +$1.52K | 0.15% | 82 |
|
|
2023
Q2 | $5.49M | Sell |
58,195
-4,752
| -8% | -$448K | 0.21% | 62 |
|
|
2023
Q1 | $5.21M | Sell |
62,947
-37
| -0.1% | -$3.06K | 0.22% | 63 |
|
|
2022
Q4 | $4.7M | Buy |
62,984
+169
| +0.3% | +$12.6K | 0.22% | 59 |
|
|
2022
Q3 | $5.19M | Sell |
62,815
-236
| -0.4% | -$19.5K | 0.27% | 50 |
|
|
2022
Q2 | $6M | Buy |
63,051
+156
| +0.2% | +$14.8K | 0.32% | 46 |
|
|
2022
Q1 | $7.4M | Sell |
62,895
-22,497
| -26% | -$2.65M | 0.34% | 44 |
|
|
2021
Q4 | $11.1M | Buy |
85,392
+1,114
| +1% | +$144K | 0.5% | 32 |
|
|
2021
Q3 | $9.54M | Sell |
84,278
-3,956
| -4% | -$448K | 0.49% | 30 |
|
|
2021
Q2 | $9.14M | Sell |
88,234
-6,377
| -7% | -$660K | 0.48% | 32 |
|
|
2021
Q1 | $7.91M | Sell |
94,611
-4,497
| -5% | -$376K | 0.46% | 37 |
|
|
2020
Q4 | $9.04M | Sell |
99,108
-11,985
| -11% | -$1.09M | 0.57% | 30 |
|
|
2020
Q3 | $8.87M | Sell |
111,093
-5,097
| -4% | -$407K | 0.66% | 28 |
|
|
2020
Q2 | $8.03M | Sell |
116,190
-15,036
| -11% | -$1.04M | 0.69% | 26 |
|
|
2020
Q1 | $8.25M | Sell |
131,226
-20,625
| -14% | -$1.3M | 0.91% | 24 |
|
|
2019
Q4 | $11.8M | Sell |
151,851
-2,997
| -2% | -$233K | 1.14% | 19 |
|
|
2019
Q3 | $11.4M | Sell |
154,848
-780
| -0.5% | -$57.2K | 1.21% | 19 |
|
|
2019
Q2 | $9.58M | Sell |
155,628
-3,759
| -2% | -$231K | 1.07% | 20 |
|
|
2019
Q1 | $10.2M | Hold |
159,387
| – | – | 1.18% | 19 |
|
|
2018
Q4 | $8.14M | Sell |
159,387
-11,943
| -7% | -$610K | 1.06% | 19 |
|
|
2018
Q3 | $9.94M | Buy |
+171,330
| New | +$9.94M | 1.31% | 16 |
|