Mount Yale 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 | $298K | Sell |
3,805
-4,286
| -53% | -$335K | 0.02% | 459 |
|
|
2025
Q1 | $586K | Sell |
8,091
-472
| -6% | -$34.2K | 0.05% | 297 |
|
|
2024
Q4 | $634K | Buy |
8,563
+162
| +2% | +$12K | 0.05% | 303 |
|
|
2024
Q3 | $554K | Buy |
8,401
+2,441
| +41% | +$161K | 0.05% | 326 |
|
|
2024
Q2 | $551K | Sell |
5,960
-609
| -9% | -$56.3K | 0.04% | 324 |
|
|
2024
Q1 | $628K | Sell |
6,569
-1,651
| -20% | -$158K | 0.05% | 311 |
|
|
2023
Q4 | $627K | Buy |
8,220
+1,740
| +27% | +$133K | 0.06% | 279 |
|
|
2023
Q3 | $449K | Sell |
6,480
-101
| -2% | -$7K | 0.05% | 319 |
|
|
2023
Q2 | $621K | Sell |
6,581
-1,693
| -20% | -$160K | 0.07% | 278 |
|
|
2023
Q1 | $685K | Buy |
8,274
+1,573
| +23% | +$130K | 0.08% | 254 |
|
|
2022
Q4 | $500K | Sell |
6,701
-3,031
| -31% | -$226K | 0.06% | 277 |
|
|
2022
Q3 | $804K | Sell |
9,732
-103
| -1% | -$8.51K | 0.11% | 200 |
|
|
2022
Q2 | $935K | Buy |
9,835
+3,034
| +45% | +$288K | 0.12% | 178 |
|
|
2022
Q1 | $801K | Sell |
6,801
-447
| -6% | -$52.6K | 0.09% | 231 |
|
|
2021
Q4 | $939K | Sell |
7,248
-2,572
| -26% | -$333K | 0.1% | 213 |
|
|
2021
Q3 | $1.11M | Sell |
9,820
-976
| -9% | -$111K | 0.13% | 179 |
|
|
2021
Q2 | $1.12M | Sell |
10,796
-201
| -2% | -$20.8K | 0.14% | 161 |
|
|
2021
Q1 | $920K | Sell |
10,997
-4,019
| -27% | -$336K | 0.12% | 179 |
|
|
2020
Q4 | $1.37M | Buy |
15,016
+85
| +0.6% | +$7.76K | 0.19% | 119 |
|
|
2020
Q3 | $1.19M | Sell |
14,931
-1,097
| -7% | -$87.6K | 0.17% | 131 |
|
|
2020
Q2 | $1.11M | Sell |
16,028
-1,042
| -6% | -$72K | 0.2% | 117 |
|
|
2020
Q1 | $1.07M | Sell |
17,070
-1,554
| -8% | -$97.7K | 0.24% | 105 |
|
|
2019
Q4 | $1.37M | Buy |
18,624
+33
| +0.2% | +$2.42K | 0.24% | 102 |
|
|
2019
Q3 | $1.48M | Sell |
18,591
-1,389
| -7% | -$111K | 0.27% | 92 |
|
|
2019
Q2 | $1.42M | Sell |
19,980
-3,159
| -14% | -$224K | 0.26% | 89 |
|
|
2019
Q1 | $1.48M | Buy |
23,139
+393
| +2% | +$25.1K | 0.28% | 90 |
|
|
2018
Q4 | $1.31M | Sell |
22,746
-3,291
| -13% | -$190K | 0.27% | 91 |
|
|
2018
Q3 | $1.37M | Buy |
26,037
+369
| +1% | +$19.4K | 0.24% | 93 |
|
|
2018
Q2 | $1.25M | Sell |
25,668
-2,628
| -9% | -$127K | 0.24% | 99 |
|
|
2018
Q1 | $1.32M | Buy |
+28,296
| New | +$1.32M | 0.28% | 89 |
|