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Planned Solutions’s Edwards Lifesciences EW Stock Holding History

Planned Solutions’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17
Closed -$1.12K – 270
2024
Q3 		$1.12K Buy
+17
New +$1.24K ﹤0.01% 582
2024
Q1 		– Sell
-17
Closed -$1.3K – 229
2023
Q4 		$1.3K Buy
+17
New +$1.18K ﹤0.01% 526

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Planned Solutions's EW Position: Q4 2024 in Review

Planned Solutions sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 17 shares — an estimated $1.12K sold.

Planned Solutions first reported a position in EW in Q4 2023 and held it in 2 quarters. The position peaked at $1.3K in Q4 2023. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Planned Solutions reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 17 Edwards Lifesciences shares in Q4 2024, an estimated $1.12K.
  • Planned Solutions first reported a position in Edwards Lifesciences in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Edwards Lifesciences position peaked at $1.3K in Q4 2023.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.