OneDigital Investment 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 | $3.83M | Buy |
49,003
+1,290
| +3% | +$101K | 0.04% | 282 |
|
|
2025
Q1 | $3.46M | Buy |
47,713
+2,366
| +5% | +$171K | 0.04% | 292 |
|
|
2024
Q4 | $3.36M | Sell |
45,347
-848
| -2% | -$62.8K | 0.04% | 311 |
|
|
2024
Q3 | $3.05M | Sell |
46,195
-2,171
| -4% | -$143K | 0.03% | 345 |
|
|
2024
Q2 | $4.47M | Buy |
48,366
+3,699
| +8% | +$342K | 0.06% | 251 |
|
|
2024
Q1 | $4.27M | Buy |
44,667
+2,103
| +5% | +$201K | 0.07% | 216 |
|
|
2023
Q4 | $3.25M | Buy |
42,564
+8,047
| +23% | +$614K | 0.06% | 232 |
|
|
2023
Q3 | $2.39M | Buy |
34,517
+4,526
| +15% | +$314K | 0.05% | 247 |
|
|
2023
Q2 | $2.83M | Buy |
29,991
+3,688
| +14% | +$348K | 0.06% | 217 |
|
|
2023
Q1 | $2.18M | Buy |
26,303
+1,890
| +8% | +$156K | 0.05% | 262 |
|
|
2022
Q4 | $1.82M | Buy |
24,413
+11,001
| +82% | +$821K | 0.05% | 268 |
|
|
2022
Q3 | $1.11M | Buy |
13,412
+9,307
| +227% | +$769K | 0.04% | 268 |
|
|
2022
Q2 | $390K | Buy |
4,105
+63
| +2% | +$5.99K | 0.02% | 492 |
|
|
2022
Q1 | $476K | Buy |
4,042
+369
| +10% | +$43.5K | 0.02% | 449 |
|
|
2021
Q4 | $476K | Buy |
3,673
+154
| +4% | +$20K | 0.02% | 445 |
|
|
2021
Q3 | $398K | Sell |
3,519
-647
| -16% | -$73.2K | 0.02% | 478 |
|
|
2021
Q2 | $431K | Buy |
+4,166
| New | +$431K | 0.02% | 446 |
|
|
2021
Q1 | – | Sell |
-2,649
| Closed | -$242K | – | 675 |
|
|
2020
Q4 | $242K | Sell |
2,649
-208
| -7% | -$19K | 0.01% | 533 |
|
|
2020
Q3 | $228K | Buy |
+2,857
| New | +$228K | 0.02% | 506 |
|
|
2019
Q3 | – | Sell |
-486
| Closed | -$30K | – | 703 |
|
|
2019
Q2 | $30K | Sell |
486
-78
| -14% | -$4.82K | ﹤0.01% | 684 |
|
|
2019
Q1 | $36K | Sell |
564
-864
| -61% | -$55.1K | 0.01% | 562 |
|
|
2018
Q4 | $73K | Hold |
1,428
| – | – | 0.01% | 389 |
|
|
2018
Q3 | $83K | Sell |
1,428
-75
| -5% | -$4.36K | 0.02% | 301 |
|
|
2018
Q2 | $73K | Sell |
1,503
-687
| -31% | -$33.4K | 0.02% | 397 |
|
|
2018
Q1 | $102K | Sell |
2,190
-1,320
| -38% | -$61.5K | 0.02% | 336 |
|
|
2017
Q4 | $132K | Buy |
3,510
+1,395
| +66% | +$52.5K | 0.02% | 294 |
|
|
2017
Q3 | $77K | Buy |
2,115
+1,314
| +164% | +$47.8K | 0.03% | 281 |
|
|
2017
Q2 | $32K | Buy |
+801
| New | +$32K | 0.01% | 593 |
|