Partners in Financial Planning’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 | $906K | Hold |
11,584
| – | – | 0.17% | 49 |
|
|
2025
Q1 | $840K | Hold |
11,584
| – | – | 0.17% | 50 |
|
|
2024
Q4 | $858K | Hold |
11,584
| – | – | 0.17% | 46 |
|
|
2024
Q3 | $764K | Hold |
11,584
| – | – | 0.15% | 52 |
|
|
2024
Q2 | $1.07M | Hold |
11,584
| – | – | 0.23% | 45 |
|
|
2024
Q1 | $1.11M | Hold |
11,584
| – | – | 0.25% | 44 |
|
|
2023
Q4 | $883K | Hold |
11,584
| – | – | 0.21% | 48 |
|
|
2023
Q3 | $803K | Hold |
11,584
| – | – | 0.21% | 48 |
|
|
2023
Q2 | $1.09M | Hold |
11,584
| – | – | 0.28% | 41 |
|
|
2023
Q1 | $958K | Hold |
11,584
| – | – | 0.25% | 42 |
|
|
2022
Q4 | $860K | Hold |
11,584
| – | – | 0.24% | 45 |
|
|
2022
Q3 | $869K | Hold |
11,584
| – | – | 0.25% | 41 |
|
|
2022
Q2 | $1.13M | Hold |
11,584
| – | – | 0.36% | 31 |
|
|
2022
Q1 | $1.37M | Hold |
11,584
| – | – | 0.43% | 24 |
|
|
2021
Q4 | $1.26M | Hold |
11,584
| – | – | 0.39% | 29 |
|
|
2021
Q3 | $1.31M | Hold |
11,584
| – | – | 0.41% | 27 |
|
|
2021
Q2 | $1.2M | Buy |
+11,584
| New | +$1.2M | 0.38% | 28 |
|