Moneta Group Investment Advisors’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 | $972K | Sell |
12,424
-2,106
| -14% | -$165K | 0.01% | 314 |
|
|
2025
Q1 | $1.05M | Buy |
14,530
+316
| +2% | +$22.9K | 0.01% | 285 |
|
|
2024
Q4 | $1.05M | Sell |
14,214
-330
| -2% | -$24.4K | 0.01% | 277 |
|
|
2024
Q3 | $960K | Sell |
14,544
-622
| -4% | -$41K | 0.01% | 285 |
|
|
2024
Q2 | $1.4M | Sell |
15,166
-19
| -0.1% | -$1.76K | 0.02% | 228 |
|
|
2024
Q1 | $1.45M | Buy |
15,185
+281
| +2% | +$26.9K | 0.02% | 225 |
|
|
2023
Q4 | $1.14M | Sell |
14,904
-22
| -0.1% | -$1.68K | 0.02% | 224 |
|
|
2023
Q3 | $1.03M | Buy |
14,926
+601
| +4% | +$41.6K | 0.02% | 218 |
|
|
2023
Q2 | $1.35M | Sell |
14,325
-797
| -5% | -$75.2K | 0.03% | 201 |
|
|
2023
Q1 | $1.25M | Buy |
15,122
+318
| +2% | +$26.3K | 0.03% | 198 |
|
|
2022
Q4 | $1.1M | Buy |
14,804
+148
| +1% | +$11K | 0.03% | 195 |
|
|
2022
Q3 | $1.21M | Sell |
14,656
-1,034
| -7% | -$85.4K | 0.05% | 177 |
|
|
2022
Q2 | $1.49M | Buy |
15,690
+1,793
| +13% | +$171K | 0.05% | 168 |
|
|
2022
Q1 | $1.64M | Sell |
13,897
-98
| -0.7% | -$11.5K | 0.06% | 154 |
|
|
2021
Q4 | $1.81M | Buy |
13,995
+940
| +7% | +$122K | 0.07% | 142 |
|
|
2021
Q3 | $1.48M | Sell |
13,055
-1,795
| -12% | -$203K | 0.07% | 151 |
|
|
2021
Q2 | $1.54M | Sell |
14,850
-23
| -0.2% | -$2.38K | 0.07% | 154 |
|
|
2021
Q1 | $1.24M | Buy |
+14,873
| New | +$1.24M | 0.07% | 156 |
|
|
2018
Q1 | – | Sell |
-9
| Closed | – | – | 638 |
|
|
2017
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 483 |
|
|
2015
Q4 | – | Sell |
-1,062
| Closed | -$25K | – | 228 |
|
|
2015
Q3 | $25K | Buy |
+1,062
| New | +$25K | 0.01% | 296 |
|