Robertson Stephens Wealth Management’s Edwards Lifesciences EW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Sell
6,299
-9
-0.1% -$704 0.02% 363
2025
Q1
$457K Sell
6,308
-69
-1% -$5K 0.02% 372
2024
Q4
$472K Sell
6,377
-4,435
-41% -$328K 0.02% 363
2024
Q3
$713K Buy
10,812
+2,664
+33% +$176K 0.03% 335
2024
Q2
$753K Buy
+8,148
New +$753K 0.04% 268