Roundview Capital’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,581
| Closed | -$1.38M | – | 328 |
|
|
2024
Q4 | $1.38M | Sell |
18,581
-312
| -2% | -$23.1K | 0.1% | 183 |
|
|
2024
Q3 | $1.25M | Buy |
+18,893
| New | +$1.25M | 0.09% | 194 |
|
|
2023
Q4 | – | Sell |
-12,314
| Closed | -$853K | – | 310 |
|
|
2023
Q3 | $853K | Hold |
12,314
| – | – | 0.09% | 203 |
|
|
2023
Q2 | $1.16M | Buy |
12,314
+1,284
| +12% | +$121K | 0.11% | 177 |
|
|
2023
Q1 | $913K | Buy |
+11,030
| New | +$913K | 0.1% | 195 |
|