RWM
Ritholtz Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+2,590
| New | +$203K | ﹤0.01% | 914 |
|
|
2024
Q3 | – | Sell |
-2,807
| Closed | -$259K | – | 878 |
|
|
2024
Q2 | $259K | Buy |
2,807
+58
| +2% | +$5.36K | 0.01% | 685 |
|
|
2024
Q1 | $263K | Buy |
2,749
+96
| +4% | +$9.17K | 0.01% | 674 |
|
|
2023
Q4 | $202K | Buy |
+2,653
| New | +$202K | 0.01% | 702 |
|
|
2023
Q3 | – | Sell |
-3,030
| Closed | -$286K | – | 717 |
|
|
2023
Q2 | $286K | Buy |
3,030
+170
| +6% | +$16K | 0.01% | 551 |
|
|
2023
Q1 | $237K | Buy |
+2,860
| New | +$237K | 0.01% | 576 |
|
|
2022
Q4 | – | Sell |
-11,057
| Closed | -$914K | – | 631 |
|
|
2022
Q3 | $914K | Buy |
11,057
+7,696
| +229% | +$636K | 0.05% | 261 |
|
|
2022
Q2 | $320K | Buy |
3,361
+813
| +32% | +$77.4K | 0.02% | 406 |
|
|
2022
Q1 | $300K | Buy |
2,548
+370
| +17% | +$43.6K | 0.02% | 416 |
|
|
2021
Q4 | $282K | Buy |
+2,178
| New | +$282K | 0.02% | 422 |
|