Octavia Wealth 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 | $966K | Sell |
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|
2025
Q1 | $900K | Sell |
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|
2024
Q4 | $921K | Sell |
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|
2024
Q3 | $822K | Hold |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $948K | Sell |
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|
2023
Q3 | $865K | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $917K | Hold |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.46M | Buy |
|