Steward Partners Investment Advisory’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 | $6.85M | Buy |
87,643
+5,746
| +7% | +$449K | 0.05% | 347 |
|
|
2025
Q1 | $5.94M | Sell |
81,897
-18,400
| -18% | -$1.33M | 0.05% | 348 |
|
|
2024
Q4 | $7.42M | Sell |
100,297
-4,810
| -5% | -$356K | 0.07% | 289 |
|
|
2024
Q3 | $6.94M | Buy |
105,107
+4,048
| +4% | +$267K | 0.06% | 293 |
|
|
2024
Q2 | $9.33M | Buy |
101,059
+4,346
| +4% | +$401K | 0.1% | 207 |
|
|
2024
Q1 | $9.24M | Buy |
96,713
+21,286
| +28% | +$2.03M | 0.1% | 209 |
|
|
2023
Q4 | $5.75M | Buy |
75,427
+7,808
| +12% | +$595K | 0.08% | 256 |
|
|
2023
Q3 | $4.68M | Buy |
67,619
+70
| +0.1% | +$4.85K | 0.07% | 270 |
|
|
2023
Q2 | $6.37M | Buy |
67,549
+4,455
| +7% | +$420K | 0.1% | 223 |
|
|
2023
Q1 | $5.22M | Sell |
63,094
-2,858
| -4% | -$236K | 0.08% | 244 |
|
|
2022
Q4 | $4.92M | Sell |
65,952
-50,152
| -43% | -$3.74M | 0.08% | 250 |
|
|
2022
Q3 | $9.59M | Sell |
116,104
-11,337
| -9% | -$937K | 0.18% | 130 |
|
|
2022
Q2 | $12.1M | Sell |
127,441
-11,176
| -8% | -$1.06M | 0.22% | 110 |
|
|
2022
Q1 | $16.3M | Buy |
138,617
+5,050
| +4% | +$594K | 0.25% | 89 |
|
|
2021
Q4 | $17.3M | Buy |
133,567
+33,936
| +34% | +$4.4M | 0.26% | 86 |
|
|
2021
Q3 | $11.3M | Buy |
99,631
+17,145
| +21% | +$1.94M | 0.19% | 125 |
|
|
2021
Q2 | $8.54M | Buy |
82,486
+7,001
| +9% | +$725K | 0.14% | 153 |
|
|
2021
Q1 | $6.31M | Buy |
75,485
+16,228
| +27% | +$1.36M | 0.11% | 197 |
|
|
2020
Q4 | $5.41M | Buy |
59,257
+5,061
| +9% | +$462K | 0.12% | 178 |
|
|
2020
Q3 | $4.33M | Buy |
54,196
+47,650
| +728% | +$3.8M | 0.11% | 199 |
|
|
2020
Q2 | $452K | Buy |
6,546
+162
| +3% | +$11.2K | 0.01% | 660 |
|
|
2020
Q1 | $401K | Buy |
6,384
+126
| +2% | +$7.91K | 0.01% | 617 |
|
|
2019
Q4 | $486K | Buy |
6,258
+42
| +0.7% | +$3.26K | 0.01% | 631 |
|
|
2019
Q3 | $455K | Buy |
6,216
+333
| +6% | +$24.4K | 0.02% | 610 |
|
|
2019
Q2 | $362K | Buy |
+5,883
| New | +$362K | 0.01% | 640 |
|
|
2019
Q1 | – | Sell |
-4,515
| Closed | -$230K | – | 801 |
|
|
2018
Q4 | $230K | Buy |
4,515
+3,315
| +276% | +$169K | 0.01% | 668 |
|
|
2018
Q3 | $70K | Buy |
+1,200
| New | +$70K | ﹤0.01% | 1055 |
|
|
2018
Q2 | – | Sell |
-819
| Closed | -$38K | – | 2471 |
|
|
2018
Q1 | $38K | Sell |
819
-306
| -27% | -$14.2K | ﹤0.01% | 1097 |
|
|
2017
Q4 | $42K | Buy |
1,125
+102
| +10% | +$3.81K | ﹤0.01% | 885 |
|
|
2017
Q3 | $37K | Buy |
1,023
+249
| +32% | +$9.01K | ﹤0.01% | 771 |
|
|
2017
Q2 | $30K | Hold |
774
| – | – | ﹤0.01% | 761 |
|
|
2017
Q1 | $24K | Buy |
774
+570
| +279% | +$17.7K | ﹤0.01% | 710 |
|
|
2016
Q4 | $6K | Buy |
+204
| New | +$6K | ﹤0.01% | 633 |
|