Peak Asset Management’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 | $496K | Hold |
6,343
| – | – | 0.09% | 98 |
|
|
2025
Q1 | $460K | Hold |
6,343
| – | – | 0.09% | 97 |
|
|
2024
Q4 | $470K | Hold |
6,343
| – | – | 0.09% | 100 |
|
|
2024
Q3 | $419K | Hold |
6,343
| – | – | 0.08% | 108 |
|
|
2024
Q2 | $586K | Hold |
6,343
| – | – | 0.11% | 90 |
|
|
2024
Q1 | $606K | Hold |
6,343
| – | – | 0.12% | 91 |
|
|
2023
Q4 | $484K | Hold |
6,343
| – | – | 0.11% | 96 |
|
|
2023
Q3 | $439K | Hold |
6,343
| – | – | 0.11% | 95 |
|
|
2023
Q2 | $598K | Hold |
6,343
| – | – | 0.14% | 87 |
|
|
2023
Q1 | $525K | Hold |
6,343
| – | – | 0.13% | 91 |
|
|
2022
Q4 | $473K | Hold |
6,343
| – | – | 0.12% | 89 |
|
|
2022
Q3 | $524K | Sell |
6,343
-40
| -0.6% | -$3.3K | 0.15% | 83 |
|
|
2022
Q2 | $607K | Hold |
6,383
| – | – | 0.17% | 85 |
|
|
2022
Q1 | $751K | Sell |
6,383
-20
| -0.3% | -$2.35K | 0.17% | 80 |
|
|
2021
Q4 | $830K | Sell |
6,403
-222
| -3% | -$28.8K | 0.19% | 77 |
|
|
2021
Q3 | $750K | Hold |
6,625
| – | – | 0.18% | 79 |
|
|
2021
Q2 | $686K | Hold |
6,625
| – | – | 0.17% | 82 |
|
|
2021
Q1 | $554K | Hold |
6,625
| – | – | 0.13% | 95 |
|
|
2020
Q4 | $604K | Buy |
6,625
+270
| +4% | +$24.6K | 0.16% | 82 |
|
|
2020
Q3 | $507K | Hold |
6,355
| – | – | 0.15% | 81 |
|
|
2020
Q2 | $439K | Buy |
6,355
+391
| +7% | +$27K | 0.14% | 80 |
|
|
2020
Q1 | $375K | Buy |
+5,964
| New | +$375K | 0.14% | 76 |
|