Peterson Wealth Services’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 | $230K | Sell |
2,947
-1,947
| -40% | -$152K | 0.06% | 111 |
|
|
2025
Q1 | $355K | Buy |
4,894
+111
| +2% | +$8.05K | 0.11% | 105 |
|
|
2024
Q4 | $354K | Buy |
4,783
+453
| +10% | +$33.5K | 0.11% | 102 |
|
|
2024
Q3 | $286K | Buy |
4,330
+708
| +20% | +$46.7K | 0.09% | 106 |
|
|
2024
Q2 | $335K | Buy |
3,622
+46
| +1% | +$4.25K | 0.12% | 101 |
|
|
2024
Q1 | $342K | Buy |
3,576
+448
| +14% | +$42.8K | 0.12% | 101 |
|
|
2023
Q4 | $239K | Sell |
3,128
-330
| -10% | -$25.2K | 0.1% | 89 |
|
|
2023
Q3 | $240K | Buy |
3,458
+27
| +0.8% | +$1.87K | 0.18% | 59 |
|
|
2023
Q2 | $324K | Buy |
3,431
+59
| +2% | +$5.57K | 0.16% | 73 |
|
|
2023
Q1 | $279K | Buy |
3,372
+15
| +0.4% | +$1.24K | 0.14% | 76 |
|
|
2022
Q4 | $250K | Buy |
3,357
+65
| +2% | +$4.85K | 0.14% | 81 |
|
|
2022
Q3 | $272K | Buy |
3,292
+299
| +10% | +$24.7K | 0.19% | 74 |
|
|
2022
Q2 | $285K | Buy |
2,993
+140
| +5% | +$13.3K | 0.21% | 75 |
|
|
2022
Q1 | $336K | Buy |
2,853
+531
| +23% | +$62.5K | 0.21% | 72 |
|
|
2021
Q4 | $301K | Buy |
+2,322
| New | +$301K | 0.2% | 69 |
|