Plante Moran Financial Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $126K | Buy |
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|
2025
Q2 | $127K | Hold |
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|
2025
Q1 | $118K | Sell |
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|
2024
Q4 | $193K | Sell |
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|
2024
Q3 | $177K | Sell |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $268K | Buy |
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|
2023
Q4 | $197K | Hold |
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|
2023
Q3 | $179K | Sell |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $373K | Sell |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $332K | Sell |
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|
2021
Q1 | $403K | Buy |
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|
2020
Q4 | $346K | Sell |
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|
2020
Q3 | $374K | Buy |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | $168K | Buy |
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|
2019
Q4 | $188K | Buy |
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|
2019
Q3 | $161K | Buy |
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|
2019
Q2 | $132K | Sell |
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|
2019
Q1 | $149K | Sell |
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|
2018
Q4 | $127K | Sell |
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|
2018
Q3 | $151K | Hold |
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|
2018
Q2 | $126K | Sell |
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|
2018
Q1 | $126K | Hold |
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|
2017
Q4 | $102K | Buy |
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|
2017
Q3 | $33K | Hold |
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|
2017
Q2 | $36K | Hold |
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|
2017
Q1 | $28K | Sell |
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|
2016
Q4 | $30K | Sell |
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|
2016
Q3 | $124K | Buy |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $14K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $17K | Hold |
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|
2014
Q3 | $13K | Hold |
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|
2014
Q2 | $11K | Buy |
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