Spire Wealth Management’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 | $374K | Buy |
46,997
+44,017
| +1,477% | +$351K | 0.01% | 578 |
|
|
2025
Q1 | $216K | Sell |
2,980
-121
| -4% | -$8.77K | 0.01% | 804 |
|
|
2024
Q4 | $230K | Sell |
3,101
-930
| -23% | -$68.8K | 0.01% | 781 |
|
|
2024
Q3 | $266K | Buy |
4,031
+146
| +4% | +$9.63K | 0.01% | 664 |
|
|
2024
Q2 | $359K | Sell |
3,885
-76,111
| -95% | -$7.03M | 0.01% | 561 |
|
|
2024
Q1 | $7.64M | Sell |
79,996
-1,355
| -2% | -$129K | 0.14% | 111 |
|
|
2023
Q4 | $6.05M | Buy |
81,351
+23,278
| +40% | +$1.73M | 0.2% | 104 |
|
|
2023
Q3 | $4.02M | Sell |
58,073
-34,305
| -37% | -$2.38M | 0.15% | 143 |
|
|
2023
Q2 | $8.71M | Buy |
92,378
+50,009
| +118% | +$4.72M | 0.32% | 69 |
|
|
2023
Q1 | $3.51M | Buy |
42,369
+33,132
| +359% | +$2.74M | 0.14% | 144 |
|
|
2022
Q4 | $689K | Sell |
9,237
-203
| -2% | -$15.1K | 0.04% | 294 |
|
|
2022
Q3 | $780K | Sell |
9,440
-1,185
| -11% | -$97.9K | 0.05% | 256 |
|
|
2022
Q2 | $1.01M | Sell |
10,625
-5,569
| -34% | -$529K | 0.04% | 330 |
|
|
2022
Q1 | $1.91M | Sell |
16,194
-3,515
| -18% | -$414K | 0.05% | 290 |
|
|
2021
Q4 | $2.55M | Buy |
19,709
+3,508
| +22% | +$454K | 0.06% | 268 |
|
|
2021
Q3 | $1.83M | Buy |
16,201
+868
| +6% | +$98.3K | 0.05% | 298 |
|
|
2021
Q2 | $1.65M | Sell |
15,333
-3,029
| -16% | -$325K | 0.04% | 324 |
|
|
2021
Q1 | $1.53M | Buy |
+18,362
| New | +$1.53M | 0.04% | 337 |
|