OWA
One Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
9,008
-9,296
| -51% | -$727K | 0.1% | 118 |
|
|
2025
Q1 | $1.33M | Buy |
18,304
+6,431
| +54% | +$466K | 0.2% | 79 |
|
|
2024
Q4 | $879K | Sell |
11,873
-5,305
| -31% | -$393K | 0.13% | 82 |
|
|
2024
Q3 | $1.13M | Sell |
17,178
-137
| -0.8% | -$9.04K | 0.17% | 73 |
|
|
2024
Q2 | $1.12M | Buy |
17,315
+5,652
| +48% | +$365K | 0.24% | 58 |
|
|
2024
Q1 | $1.11M | Buy |
11,663
+2,796
| +32% | +$267K | 0.19% | 73 |
|
|
2023
Q4 | $676K | Buy |
8,867
+2,041
| +30% | +$156K | 0.13% | 84 |
|
|
2023
Q3 | $473K | Hold |
6,826
| – | – | 0.11% | 100 |
|
|
2023
Q2 | $644K | Buy |
6,826
+47
| +0.7% | +$4.43K | 0.14% | 86 |
|
|
2023
Q1 | $561K | Buy |
6,779
+3,312
| +96% | +$274K | 0.13% | 89 |
|
|
2022
Q4 | $259K | Sell |
3,467
-4,425
| -56% | -$330K | 0.06% | 159 |
|
|
2022
Q3 | $652K | Buy |
7,892
+1,355
| +21% | +$112K | 0.21% | 61 |
|
|
2022
Q2 | $622K | Buy |
6,537
+230
| +4% | +$21.9K | 0.17% | 75 |
|
|
2022
Q1 | $742K | Buy |
6,307
+522
| +9% | +$61.4K | 0.18% | 69 |
|
|
2021
Q4 | $749K | Sell |
5,785
-2,386
| -29% | -$309K | 0.19% | 64 |
|
|
2021
Q3 | $925K | Buy |
8,171
+37
| +0.5% | +$4.19K | 0.27% | 46 |
|
|
2021
Q2 | $842K | Buy |
8,134
+1,716
| +27% | +$178K | 0.27% | 48 |
|
|
2021
Q1 | $537K | Buy |
6,418
+1,006
| +19% | +$84.2K | 0.21% | 59 |
|
|
2020
Q4 | $494K | Sell |
5,412
-916
| -14% | -$83.6K | 0.27% | 38 |
|
|
2020
Q3 | $505K | Buy |
6,328
+1,393
| +28% | +$111K | 0.35% | 25 |
|
|
2020
Q2 | $341K | Buy |
4,935
+3,370
| +215% | +$233K | 0.27% | 44 |
|
|
2020
Q1 | $295K | Sell |
1,565
-138
| -8% | -$26K | 0.29% | 49 |
|
|
2019
Q4 | $397K | Hold |
1,703
| – | – | 0.29% | 49 |
|
|
2019
Q3 | $375K | Hold |
1,703
| – | – | 0.33% | 46 |
|
|
2019
Q2 | $315K | Hold |
1,703
| – | – | 0.26% | 65 |
|
|
2019
Q1 | $326K | Sell |
1,703
-16
| -0.9% | -$3.06K | 0.27% | 65 |
|
|
2018
Q4 | $263K | Sell |
1,719
-142
| -8% | -$21.7K | 0.26% | 65 |
|
|
2018
Q3 | $324K | Hold |
1,861
| – | – | 0.25% | 76 |
|
|
2018
Q2 | $271K | Sell |
1,861
-224
| -11% | -$32.6K | 0.22% | 88 |
|
|
2018
Q1 | $291K | Hold |
2,085
| – | – | 0.26% | 73 |
|
|
2017
Q4 | $235K | Buy |
+2,085
| New | +$235K | 0.19% | 91 |
|