Plante Moran Financial Advisors’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 | $127K | Hold |
1,623
| – | – | 0.01% | 206 |
|
|
2025
Q1 | $118K | Sell |
1,623
-990
| -38% | -$71.8K | 0.01% | 221 |
|
|
2024
Q4 | $193K | Sell |
2,613
-75
| -3% | -$5.55K | 0.02% | 179 |
|
|
2024
Q3 | $177K | Sell |
2,688
-120
| -4% | -$7.92K | 0.02% | 195 |
|
|
2024
Q2 | $259K | Hold |
2,808
| – | – | 0.03% | 146 |
|
|
2024
Q1 | $268K | Buy |
2,808
+225
| +9% | +$21.5K | 0.03% | 141 |
|
|
2023
Q4 | $197K | Hold |
2,583
| – | – | 0.02% | 171 |
|
|
2023
Q3 | $179K | Sell |
2,583
-324
| -11% | -$22.4K | 0.02% | 159 |
|
|
2023
Q2 | $274K | Hold |
2,907
| – | – | 0.03% | 123 |
|
|
2023
Q1 | $240K | Sell |
2,907
-1
| -0% | -$83 | 0.03% | 126 |
|
|
2022
Q4 | $217K | Sell |
2,908
-260
| -8% | -$19.4K | 0.03% | 145 |
|
|
2022
Q3 | $262K | Sell |
3,168
-75
| -2% | -$6.2K | 0.04% | 122 |
|
|
2022
Q2 | $308K | Buy |
3,243
+75
| +2% | +$7.12K | 0.05% | 114 |
|
|
2022
Q1 | $373K | Sell |
3,168
-150
| -5% | -$17.7K | 0.07% | 107 |
|
|
2021
Q4 | $430K | Sell |
3,318
-314
| -9% | -$40.7K | 0.07% | 99 |
|
|
2021
Q3 | $411K | Buy |
3,632
+423
| +13% | +$47.9K | 0.09% | 109 |
|
|
2021
Q2 | $332K | Sell |
3,209
-1,610
| -33% | -$167K | 0.08% | 122 |
|
|
2021
Q1 | $403K | Buy |
4,819
+1,023
| +27% | +$85.6K | 0.11% | 93 |
|
|
2020
Q4 | $346K | Sell |
3,796
-885
| -19% | -$80.7K | 0.11% | 114 |
|
|
2020
Q3 | $374K | Buy |
4,681
+1,543
| +49% | +$123K | 0.13% | 88 |
|
|
2020
Q2 | $217K | Buy |
3,138
+465
| +17% | +$32.2K | 0.09% | 119 |
|
|
2020
Q1 | $168K | Buy |
2,673
+258
| +11% | +$16.2K | 0.08% | 135 |
|
|
2019
Q4 | $188K | Buy |
2,415
+222
| +10% | +$17.3K | 0.07% | 159 |
|
|
2019
Q3 | $161K | Buy |
2,193
+45
| +2% | +$3.3K | 0.05% | 186 |
|
|
2019
Q2 | $132K | Sell |
2,148
-195
| -8% | -$12K | 0.04% | 192 |
|
|
2019
Q1 | $149K | Sell |
2,343
-135
| -5% | -$8.59K | 0.05% | 184 |
|
|
2018
Q4 | $127K | Sell |
2,478
-123
| -5% | -$6.3K | 0.04% | 177 |
|
|
2018
Q3 | $151K | Hold |
2,601
| – | – | 0.05% | 168 |
|
|
2018
Q2 | $126K | Sell |
2,601
-105
| -4% | -$5.09K | 0.06% | 203 |
|
|
2018
Q1 | $126K | Hold |
2,706
| – | – | 0.07% | 200 |
|
|
2017
Q4 | $102K | Buy |
2,706
+1,800
| +199% | +$67.8K | 0.06% | 216 |
|
|
2017
Q3 | $33K | Hold |
906
| – | – | 0.02% | 390 |
|
|
2017
Q2 | $36K | Hold |
906
| – | – | 0.02% | 374 |
|
|
2017
Q1 | $28K | Sell |
906
-60
| -6% | -$1.85K | 0.02% | 412 |
|
|
2016
Q4 | $30K | Sell |
966
-2,115
| -69% | -$65.7K | 0.02% | 411 |
|
|
2016
Q3 | $124K | Buy |
3,081
+2,595
| +534% | +$104K | 0.08% | 174 |
|
|
2016
Q2 | $16K | Hold |
486
| – | – | 0.01% | 460 |
|
|
2016
Q1 | $14K | Buy |
+486
| New | +$14K | 0.01% | 432 |
|
|
2015
Q1 | – | Sell |
-780
| Closed | -$17K | – | 742 |
|
|
2014
Q4 | $17K | Hold |
780
| – | – | 0.01% | 429 |
|
|
2014
Q3 | $13K | Hold |
780
| – | – | 0.01% | 483 |
|
|
2014
Q2 | $11K | Buy |
+780
| New | +$11K | 0.01% | 500 |
|