Resonant Capital 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 | $304K | Buy |
3,886
+536
| +16% | +$41.9K | 0.02% | 328 |
|
|
2025
Q1 | $243K | Sell |
3,350
-32
| -0.9% | -$2.32K | 0.02% | 326 |
|
|
2024
Q4 | $250K | Buy |
3,382
+250
| +8% | +$18.5K | 0.02% | 307 |
|
|
2024
Q3 | $207K | Buy |
3,132
+186
| +6% | +$12.3K | 0.02% | 342 |
|
|
2024
Q2 | $272K | Buy |
2,946
+199
| +7% | +$18.4K | 0.02% | 285 |
|
|
2024
Q1 | $263K | Buy |
2,747
+93
| +4% | +$8.89K | 0.02% | 288 |
|
|
2023
Q4 | $202K | Sell |
2,654
-988
| -27% | -$75.3K | 0.02% | 279 |
|
|
2023
Q3 | $252K | Buy |
3,642
+18
| +0.5% | +$1.25K | 0.03% | 237 |
|
|
2023
Q2 | $342K | Sell |
3,624
-975
| -21% | -$92K | 0.04% | 196 |
|
|
2023
Q1 | $380K | Sell |
4,599
-495
| -10% | -$41K | 0.04% | 180 |
|
|
2022
Q4 | $380K | Buy |
5,094
+3
| +0.1% | +$224 | 0.05% | 186 |
|
|
2022
Q3 | $421K | Sell |
5,091
-229
| -4% | -$18.9K | 0.06% | 165 |
|
|
2022
Q2 | $506K | Buy |
5,320
+23
| +0.4% | +$2.19K | 0.08% | 152 |
|
|
2022
Q1 | $652K | Sell |
5,297
-28
| -0.5% | -$3.45K | 0.1% | 122 |
|
|
2021
Q4 | $690K | Sell |
5,325
-846
| -14% | -$110K | 0.1% | 110 |
|
|
2021
Q3 | $699K | Hold |
6,171
| – | – | 0.12% | 101 |
|
|
2021
Q2 | $639K | Buy |
6,171
+6
| +0.1% | +$621 | 0.12% | 97 |
|
|
2021
Q1 | $516K | Hold |
6,165
| – | – | 0.11% | 100 |
|
|
2020
Q4 | $562K | Sell |
6,165
-300
| -5% | -$27.3K | 0.13% | 99 |
|
|
2020
Q3 | $516K | Hold |
6,465
| – | – | 0.15% | 92 |
|
|
2020
Q2 | $447K | Hold |
6,465
| – | – | 0.13% | 108 |
|
|
2020
Q1 | $406K | Sell |
6,465
-1,635
| -20% | -$103K | 0.15% | 141 |
|
|
2019
Q4 | $630K | Buy |
+8,100
| New | +$630K | 0.2% | 126 |
|