Perfromance Wealth Partners’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 | $264K | Sell |
3,375
-150
| -4% | -$11.7K | 0.01% | 158 |
|
|
2025
Q1 | $255K | Sell |
3,525
-185
| -5% | -$13.4K | 0.01% | 147 |
|
|
2024
Q4 | $275K | Sell |
3,710
-802
| -18% | -$59.4K | 0.01% | 146 |
|
|
2024
Q3 | $298K | Buy |
4,512
+248
| +6% | +$16.4K | 0.01% | 148 |
|
|
2024
Q2 | $394K | Sell |
4,264
-2,940
| -41% | -$272K | 0.01% | 99 |
|
|
2024
Q1 | $688K | Sell |
7,204
-235
| -3% | -$22.5K | 0.03% | 76 |
|
|
2023
Q4 | $567K | Sell |
7,439
-2,525
| -25% | -$193K | 0.02% | 98 |
|
|
2023
Q3 | $690K | Sell |
9,964
-850
| -8% | -$58.9K | 0.03% | 88 |
|
|
2023
Q2 | $984K | Sell |
10,814
-904
| -8% | -$82.2K | 0.05% | 80 |
|
|
2023
Q1 | $969K | Buy |
11,718
+3,265
| +39% | +$270K | 0.05% | 77 |
|
|
2022
Q4 | $631K | Sell |
8,453
-625
| -7% | -$46.6K | 0.04% | 91 |
|
|
2022
Q3 | $750K | Sell |
9,078
-20
| -0.2% | -$1.65K | 0.04% | 79 |
|
|
2022
Q2 | $865K | Sell |
9,098
-2,000
| -18% | -$190K | 0.05% | 76 |
|
|
2022
Q1 | $1.31M | Buy |
11,098
+6
| +0.1% | +$706 | 0.06% | 66 |
|
|
2021
Q4 | $1.44M | Buy |
+11,092
| New | +$1.44M | 0.06% | 69 |
|