Oak Harbor Wealth Partners’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 | – | Sell |
-3,276
| Closed | -$237K | – | 252 |
|
|
2025
Q1 | $237K | Sell |
3,276
-4,302
| -57% | -$312K | 0.07% | 183 |
|
|
2024
Q4 | $561K | Sell |
7,578
-47
| -0.6% | -$3.48K | 0.16% | 111 |
|
|
2024
Q3 | $503K | Buy |
7,625
+111
| +1% | +$7.33K | 0.14% | 117 |
|
|
2024
Q2 | $694K | Buy |
7,514
+341
| +5% | +$31.5K | 0.22% | 94 |
|
|
2024
Q1 | $685K | Buy |
7,173
+374
| +6% | +$35.7K | 0.21% | 101 |
|
|
2023
Q4 | $518K | Sell |
6,799
-129
| -2% | -$9.84K | 0.17% | 107 |
|
|
2023
Q3 | $480K | Buy |
6,928
+887
| +15% | +$61.5K | 0.17% | 109 |
|
|
2023
Q2 | $570K | Sell |
6,041
-176
| -3% | -$16.6K | 0.19% | 104 |
|
|
2023
Q1 | $514K | Buy |
6,217
+2,711
| +77% | +$224K | 0.19% | 107 |
|
|
2022
Q4 | $262K | Sell |
3,506
-1,411
| -29% | -$105K | 0.1% | 135 |
|
|
2022
Q3 | $406K | Buy |
4,917
+368
| +8% | +$30.4K | 0.16% | 107 |
|
|
2022
Q2 | $433K | Buy |
4,549
+1,376
| +43% | +$131K | 0.17% | 101 |
|
|
2022
Q1 | $374K | Buy |
3,173
+437
| +16% | +$51.5K | 0.12% | 119 |
|
|
2021
Q4 | $354K | Buy |
+2,736
| New | +$354K | 0.12% | 118 |
|