Mutual 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 | $262K | Sell |
3,281
-217
| -6% | -$17.4K | 0.01% | 1021 |
|
|
2025
Q1 | $266K | Sell |
3,498
-218
| -6% | -$16.6K | 0.01% | 931 |
|
|
2024
Q4 | $260K | Sell |
3,716
-110
| -3% | -$7.69K | 0.01% | 936 |
|
|
2024
Q3 | $269K | Buy |
+3,826
| New | +$269K | 0.01% | 946 |
|
|
2024
Q2 | – | Sell |
-3,402
| Closed | -$325K | – | 1101 |
|
|
2024
Q1 | $325K | Buy |
3,402
+765
| +29% | +$73.1K | 0.01% | 837 |
|
|
2023
Q4 | $201K | Buy |
+2,637
| New | +$201K | 0.01% | 965 |
|
|
2023
Q3 | – | Sell |
-3,123
| Closed | -$295K | – | 998 |
|
|
2023
Q2 | $295K | Buy |
3,123
+553
| +22% | +$52.2K | 0.01% | 810 |
|
|
2023
Q1 | $213K | Sell |
2,570
-131
| -5% | -$10.8K | 0.01% | 906 |
|
|
2022
Q4 | $202K | Buy |
+2,701
| New | +$202K | 0.01% | 875 |
|
|
2022
Q3 | – | Sell |
-2,161
| Closed | -$205K | – | 881 |
|
|
2022
Q2 | $205K | Sell |
2,161
-270
| -11% | -$25.6K | 0.01% | 784 |
|
|
2022
Q1 | $286K | Buy |
2,431
+66
| +3% | +$7.77K | 0.02% | 731 |
|
|
2021
Q4 | $306K | Buy |
2,365
+45
| +2% | +$5.82K | 0.02% | 736 |
|
|
2021
Q3 | $263K | Buy |
2,320
+360
| +18% | +$40.8K | 0.02% | 747 |
|
|
2021
Q2 | $203K | Buy |
+1,960
| New | +$203K | 0.01% | 787 |
|