Sara-Bay Financial’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 | $265K | Sell |
3,387
-733
| -18% | -$57.3K | 0.09% | 68 |
|
|
2025
Q1 | $292K | Sell |
4,120
-732
| -15% | -$51.9K | 0.13% | 66 |
|
|
2024
Q4 | $360K | Hold |
4,852
| – | – | 0.13% | 66 |
|
|
2024
Q3 | $320K | Sell |
4,852
-1,162
| -19% | -$76.7K | 0.12% | 71 |
|
|
2024
Q2 | $556K | Hold |
6,014
| – | – | 0.23% | 57 |
|
|
2024
Q1 | $567K | Hold |
6,014
| – | – | 0.25% | 49 |
|
|
2023
Q4 | $459K | Hold |
6,014
| – | – | 0.22% | 55 |
|
|
2023
Q3 | $417K | Hold |
6,014
| – | – | 0.21% | 55 |
|
|
2023
Q2 | $567K | Hold |
6,014
| – | – | 0.28% | 40 |
|
|
2023
Q1 | $498K | Sell |
6,014
-55
| -0.9% | -$4.55K | 0.25% | 45 |
|
|
2022
Q4 | $453K | Hold |
6,069
| – | – | 0.25% | 50 |
|
|
2022
Q3 | $502K | Sell |
6,069
-500
| -8% | -$41.4K | 0.28% | 41 |
|
|
2022
Q2 | $630K | Sell |
6,569
-74
| -1% | -$7.1K | 0.31% | 36 |
|
|
2022
Q1 | $782K | Hold |
6,643
| – | – | 0.31% | 33 |
|
|
2021
Q4 | $861K | Hold |
6,643
| – | – | 0.26% | 35 |
|
|
2021
Q3 | $752K | Sell |
6,643
-10
| -0.2% | -$1.13K | 0.29% | 30 |
|
|
2021
Q2 | $688K | Sell |
6,653
-84
| -1% | -$8.69K | 0.26% | 34 |
|
|
2021
Q1 | $563K | Sell |
6,737
-397
| -6% | -$33.2K | 0.23% | 40 |
|
|
2020
Q4 | $651K | Sell |
7,134
-66
| -0.9% | -$6.02K | 0.29% | 33 |
|
|
2020
Q3 | $575K | Sell |
7,200
-2,400
| -25% | -$192K | 0.31% | 34 |
|
|
2020
Q2 | $623K | Buy |
+9,600
| New | +$623K | 0.36% | 28 |
|