PFWA
Paces Ferry Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Hold |
7,428
| – | – | 0.27% | 55 |
|
|
2025
Q1 | $538K | Sell |
7,428
-142
| -2% | -$10.3K | 0.27% | 57 |
|
|
2024
Q4 | $560K | Sell |
7,570
-38
| -0.5% | -$2.81K | 0.27% | 53 |
|
|
2024
Q3 | $502K | Sell |
7,608
-1,200
| -14% | -$79.2K | 0.29% | 57 |
|
|
2024
Q2 | $814K | Hold |
8,808
| – | – | 0.49% | 44 |
|
|
2024
Q1 | $842K | Sell |
8,808
-300
| -3% | -$28.7K | 0.54% | 41 |
|
|
2023
Q4 | $694K | Hold |
9,108
| – | – | 0.48% | 47 |
|
|
2023
Q3 | $631K | Sell |
9,108
-8
| -0.1% | -$554 | 0.5% | 45 |
|
|
2023
Q2 | $860K | Hold |
9,116
| – | – | 0.65% | 40 |
|
|
2023
Q1 | $754K | Buy |
9,116
+26
| +0.3% | +$2.15K | 0.61% | 43 |
|
|
2022
Q4 | $678K | Sell |
9,090
-71
| -0.8% | -$5.3K | 0.66% | 36 |
|
|
2022
Q3 | $757K | Sell |
9,161
-2,993
| -25% | -$247K | 0.83% | 32 |
|
|
2022
Q2 | $1.16M | Buy |
12,154
+32
| +0.3% | +$3.04K | 1.14% | 26 |
|
|
2022
Q1 | $1.43M | Hold |
12,122
| – | – | 1.13% | 25 |
|
|
2021
Q4 | $1.57M | Hold |
12,122
| – | – | 1.13% | 25 |
|
|
2021
Q3 | $1.37M | Hold |
12,122
| – | – | 1.1% | 27 |
|
|
2021
Q2 | $1.26M | Sell |
12,122
-2
| -0% | -$207 | 0.96% | 30 |
|
|
2021
Q1 | $1.01M | Hold |
12,124
| – | – | 0.88% | 29 |
|
|
2020
Q4 | $1.11M | Buy |
12,124
+4
| +0% | +$365 | 1.01% | 29 |
|
|
2020
Q3 | $967K | Buy |
+12,120
| New | +$967K | 0.84% | 29 |
|