OWA
Octavia Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Sell |
12,352
-71
| -0.6% | -$5.55K | 0.11% | 74 |
|
|
2025
Q1 | $900K | Sell |
12,423
-12
| -0.1% | -$870 | 0.11% | 77 |
|
|
2024
Q4 | $921K | Sell |
12,435
-17
| -0.1% | -$1.26K | 0.11% | 78 |
|
|
2024
Q3 | $822K | Hold |
12,452
| – | – | 0.1% | 84 |
|
|
2024
Q2 | $1.15M | Sell |
12,452
-89
| -0.7% | -$8.22K | 0.16% | 66 |
|
|
2024
Q1 | $1.2M | Buy |
12,541
+106
| +0.9% | +$10.1K | 0.18% | 66 |
|
|
2023
Q4 | $948K | Sell |
12,435
-50
| -0.4% | -$3.81K | 0.17% | 76 |
|
|
2023
Q3 | $865K | Buy |
12,485
+32
| +0.3% | +$2.22K | 0.18% | 72 |
|
|
2023
Q2 | $1.17M | Sell |
12,453
-274
| -2% | -$25.8K | 0.24% | 57 |
|
|
2023
Q1 | $1.05M | Buy |
12,727
+430
| +3% | +$35.6K | 0.24% | 56 |
|
|
2022
Q4 | $917K | Hold |
12,297
| – | – | 0.23% | 65 |
|
|
2022
Q3 | $1.02M | Sell |
12,297
-34
| -0.3% | -$2.81K | 0.27% | 59 |
|
|
2022
Q2 | $1.17M | Sell |
12,331
-76
| -0.6% | -$7.23K | 0.31% | 57 |
|
|
2022
Q1 | $1.46M | Buy |
+12,407
| New | +$1.46M | 0.32% | 50 |
|