SteelPeak Wealth’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 | $802K | Buy |
10,252
+9
| +0.1% | +$704 | 0.03% | 300 |
|
|
2025
Q1 | $742K | Buy |
10,243
+6,741
| +192% | +$489K | 0.03% | 283 |
|
|
2024
Q4 | $259K | Sell |
3,502
-164
| -4% | -$12.1K | 0.01% | 415 |
|
|
2024
Q3 | $242K | Buy |
3,666
+732
| +25% | +$48.3K | 0.01% | 404 |
|
|
2024
Q2 | $271K | Buy |
2,934
+199
| +7% | +$18.4K | 0.01% | 376 |
|
|
2024
Q1 | $261K | Hold |
2,735
| – | – | 0.01% | 367 |
|
|
2023
Q4 | $209K | Sell |
2,735
-748
| -21% | -$57K | 0.01% | 365 |
|
|
2023
Q3 | $241K | Buy |
3,483
+500
| +17% | +$34.6K | 0.02% | 348 |
|
|
2023
Q2 | $281K | Buy |
2,983
+237
| +9% | +$22.4K | 0.02% | 319 |
|
|
2023
Q1 | $227K | Hold |
2,746
| – | – | 0.02% | 323 |
|
|
2022
Q4 | $205K | Sell |
2,746
-355
| -11% | -$26.5K | 0.02% | 362 |
|
|
2022
Q3 | $256K | Buy |
3,101
+27
| +0.9% | +$2.23K | 0.02% | 337 |
|
|
2022
Q2 | $292K | Buy |
3,074
+100
| +3% | +$9.5K | 0.02% | 318 |
|
|
2022
Q1 | $350K | Sell |
2,974
-66
| -2% | -$7.77K | 0.02% | 321 |
|
|
2021
Q4 | $394K | Buy |
3,040
+348
| +13% | +$45.1K | 0.02% | 284 |
|
|
2021
Q3 | $305K | Sell |
2,692
-171
| -6% | -$19.4K | 0.02% | 316 |
|
|
2021
Q2 | $296K | Buy |
2,863
+339
| +13% | +$35K | 0.02% | 331 |
|
|
2021
Q1 | $211K | Buy |
2,524
+42
| +2% | +$3.51K | 0.02% | 336 |
|
|
2020
Q4 | $226K | Buy |
+2,482
| New | +$226K | 0.02% | 290 |
|