Mount Yale Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $634K | Buy |
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|
2024
Q3 | $554K | Buy |
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|
2024
Q2 | $551K | Sell |
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $627K | Buy |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $621K | Sell |
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|
2023
Q1 | $685K | Buy |
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|
2022
Q4 | $500K | Sell |
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|
2022
Q3 | $804K | Sell |
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|
2022
Q2 | $935K | Buy |
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|
2022
Q1 | $801K | Sell |
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|
2021
Q4 | $939K | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $920K | Sell |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $1.48M | Sell |
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|
2019
Q2 | $1.42M | Sell |
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|
2019
Q1 | $1.48M | Buy |
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|
2018
Q4 | $1.31M | Sell |
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|
2018
Q3 | $1.37M | Buy |
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|
2018
Q2 | $1.25M | Sell |
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|
2018
Q1 | $1.32M | Buy |
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