Perigon Wealth 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 | $375K | Buy |
4,799
+474
| +11% | +$37.1K | 0.01% | 765 |
|
|
2025
Q1 | $313K | Buy |
4,325
+278
| +7% | +$20.1K | 0.01% | 799 |
|
|
2024
Q4 | $283K | Sell |
4,047
-75
| -2% | -$5.24K | 0.01% | 842 |
|
|
2024
Q3 | $272K | Buy |
4,122
+134
| +3% | +$8.84K | 0.01% | 826 |
|
|
2024
Q2 | $368K | Buy |
3,988
+150
| +4% | +$13.9K | 0.01% | 620 |
|
|
2024
Q1 | $367K | Buy |
3,838
+36
| +0.9% | +$3.44K | 0.01% | 622 |
|
|
2023
Q4 | $290K | Sell |
3,802
-854
| -18% | -$65.1K | 0.01% | 667 |
|
|
2023
Q3 | $323K | Sell |
4,656
-162
| -3% | -$11.2K | 0.01% | 561 |
|
|
2023
Q2 | $454K | Buy |
4,818
+118
| +3% | +$11.1K | 0.02% | 481 |
|
|
2023
Q1 | $389K | Buy |
4,700
+95
| +2% | +$7.86K | 0.02% | 456 |
|
|
2022
Q4 | $344K | Buy |
4,605
+1,379
| +43% | +$103K | 0.02% | 492 |
|
|
2022
Q3 | $267K | Sell |
3,226
-340
| -10% | -$28.1K | 0.02% | 454 |
|
|
2022
Q2 | $339K | Buy |
3,566
+608
| +21% | +$57.8K | 0.03% | 399 |
|
|
2022
Q1 | $348K | Sell |
2,958
-22
| -0.7% | -$2.59K | 0.02% | 428 |
|
|
2021
Q4 | $386K | Buy |
2,980
+275
| +10% | +$35.6K | 0.03% | 396 |
|
|
2021
Q3 | $306K | Buy |
2,705
+192
| +8% | +$21.7K | 0.03% | 412 |
|
|
2021
Q2 | $260K | Buy |
2,513
+27
| +1% | +$2.79K | 0.02% | 436 |
|
|
2021
Q1 | $208K | Buy |
+2,486
| New | +$208K | 0.02% | 467 |
|
|
2018
Q2 | – | Sell |
-1,434
| Closed | -$67K | – | 355 |
|
|
2018
Q1 | $67K | Buy |
+1,434
| New | +$67K | 0.02% | 278 |
|
|
2017
Q4 | – | Sell |
-1,434
| Closed | -$52K | – | 627 |
|
|
2017
Q3 | $52K | Hold |
1,434
| – | – | 0.02% | 332 |
|
|
2017
Q2 | $57K | Sell |
1,434
-279
| -16% | -$11.1K | 0.01% | 368 |
|
|
2017
Q1 | $54K | Buy |
1,713
+87
| +5% | +$2.74K | 0.01% | 384 |
|
|
2016
Q4 | $50K | Buy |
1,626
+582
| +56% | +$17.9K | 0.01% | 362 |
|
|
2016
Q3 | $42K | Hold |
1,044
| – | – | 0.01% | 330 |
|
|
2016
Q2 | $35K | Hold |
1,044
| – | – | 0.01% | 305 |
|
|
2016
Q1 | $31K | Buy |
+1,044
| New | +$31K | 0.01% | 214 |
|