SWA
SOA Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.2K | Buy |
885
+407
| +85% | +$31.8K | 0.01% | 315 |
|
|
2025
Q1 | $34.6K | Hold |
478
| – | – | 0.01% | 391 |
|
|
2024
Q4 | $35.4K | Sell |
478
-130
| -21% | -$9.62K | 0.01% | 376 |
|
|
2024
Q3 | $40.1K | Sell |
608
-35
| -5% | -$2.31K | 0.01% | 353 |
|
|
2024
Q2 | $59.4K | Sell |
643
-95
| -13% | -$8.78K | 0.01% | 289 |
|
|
2024
Q1 | $70.5K | Sell |
738
-13
| -2% | -$1.24K | 0.01% | 271 |
|
|
2023
Q4 | $57.3K | Sell |
751
-60
| -7% | -$4.58K | 0.01% | 282 |
|
|
2023
Q3 | $56.2K | Hold |
811
| – | – | 0.01% | 273 |
|
|
2023
Q2 | $76.5K | Sell |
811
-83
| -9% | -$7.83K | 0.02% | 254 |
|
|
2023
Q1 | $74K | Sell |
894
-7
| -0.8% | -$579 | 0.02% | 248 |
|
|
2022
Q4 | $67.2K | Sell |
901
-3
| -0.3% | -$224 | 0.02% | 252 |
|
|
2022
Q3 | $74K | Hold |
904
| – | – | 0.02% | 228 |
|
|
2022
Q2 | $85K | Sell |
904
-11
| -1% | -$1.03K | 0.03% | 216 |
|
|
2022
Q1 | $107K | Hold |
915
| – | – | 0.03% | 223 |
|
|
2021
Q4 | $119K | Hold |
915
| – | – | 0.03% | 197 |
|
|
2021
Q3 | $103K | Sell |
915
-4
| -0.4% | -$450 | 0.03% | 213 |
|
|
2021
Q2 | $95K | Sell |
919
-16
| -2% | -$1.65K | 0.02% | 222 |
|
|
2021
Q1 | $78K | Sell |
935
-106
| -10% | -$8.84K | 0.02% | 223 |
|
|
2020
Q4 | $89K | Buy |
+1,041
| New | +$89K | 0.02% | 204 |
|