Mowery & Schoenfeld 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 | $3.6K | Hold |
46
| – | – | 0.01% | 302 |
|
|
2025
Q1 | $3.34K | Sell |
46
-65
| -59% | -$4.71K | 0.01% | 358 |
|
|
2024
Q4 | $8.22K | Buy |
111
+65
| +141% | +$4.81K | 0.02% | 249 |
|
|
2024
Q3 | $3.04K | Hold |
46
| – | – | ﹤0.01% | 212 |
|
|
2024
Q2 | $4.25K | Hold |
46
| – | – | 0.01% | 177 |
|
|
2024
Q1 | $4.4K | Sell |
46
-8
| -15% | -$765 | 0.01% | 126 |
|
|
2023
Q4 | $4.12K | Buy |
+54
| New | +$4.12K | 0.01% | 135 |
|