Soltis Investment Advisors’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 | $536K | Sell |
6,852
-275
| -4% | -$21.5K | 0.04% | 247 |
|
|
2025
Q1 | $517K | Buy |
7,127
+41
| +0.6% | +$2.97K | 0.05% | 237 |
|
|
2024
Q4 | $525K | Buy |
7,086
+86
| +1% | +$6.37K | 0.05% | 232 |
|
|
2024
Q3 | $462K | Sell |
7,000
-149
| -2% | -$9.83K | 0.05% | 230 |
|
|
2024
Q2 | $660K | Buy |
7,149
+179
| +3% | +$16.5K | 0.07% | 181 |
|
|
2024
Q1 | $666K | Buy |
6,970
+8
| +0.1% | +$764 | 0.07% | 175 |
|
|
2023
Q4 | $531K | Sell |
6,962
-143
| -2% | -$10.9K | 0.06% | 181 |
|
|
2023
Q3 | $492K | Buy |
7,105
+34
| +0.5% | +$2.36K | 0.06% | 172 |
|
|
2023
Q2 | $667K | Buy |
7,071
+2
| +0% | +$189 | 0.08% | 149 |
|
|
2023
Q1 | $585K | Buy |
7,069
+16
| +0.2% | +$1.32K | 0.07% | 157 |
|
|
2022
Q4 | $526K | Buy |
+7,053
| New | +$526K | 0.07% | 167 |
|