Strategic Wealth Partners’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 | $282K | Buy |
+3,601
| New | +$282K | 0.02% | 279 |
|
|
2024
Q4 | $366K | Sell |
4,811
-440
| -8% | -$33.4K | 0.03% | 242 |
|
|
2024
Q3 | $347K | Sell |
5,251
-15,146
| -74% | -$999K | 0.03% | 236 |
|
|
2024
Q2 | $1.88M | Buy |
20,397
+1,610
| +9% | +$149K | 0.2% | 94 |
|
|
2024
Q1 | $1.8M | Buy |
18,787
+4,264
| +29% | +$407K | 0.2% | 95 |
|
|
2023
Q4 | $1.11M | Buy |
14,523
+3,565
| +33% | +$272K | 0.14% | 122 |
|
|
2023
Q3 | $759K | Buy |
10,958
+7,225
| +194% | +$501K | 0.1% | 168 |
|
|
2023
Q2 | $352K | Sell |
3,733
-40
| -1% | -$3.77K | 0.05% | 231 |
|
|
2023
Q1 | $312K | Sell |
3,773
-3,713
| -50% | -$307K | 0.05% | 211 |
|
|
2022
Q4 | $559K | Sell |
7,486
-7,801
| -51% | -$582K | 0.1% | 160 |
|
|
2022
Q3 | $1.26M | Buy |
15,287
+207
| +1% | +$17.1K | 0.27% | 111 |
|
|
2022
Q2 | $1.43M | Sell |
15,080
-4,581
| -23% | -$436K | 0.31% | 97 |
|
|
2022
Q1 | $2.31M | Buy |
19,661
+406
| +2% | +$47.8K | 0.45% | 76 |
|
|
2021
Q4 | $2.49M | Buy |
19,255
+1,934
| +11% | +$251K | 0.47% | 66 |
|
|
2021
Q3 | $1.96M | Buy |
17,321
+1,900
| +12% | +$215K | 0.58% | 40 |
|
|
2021
Q2 | $1.6M | Buy |
15,421
+6,227
| +68% | +$645K | 0.52% | 46 |
|
|
2021
Q1 | $769K | Buy |
9,194
+1,611
| +21% | +$135K | 0.31% | 83 |
|
|
2020
Q4 | $692K | Buy |
7,583
+2,149
| +40% | +$196K | 0.29% | 88 |
|
|
2020
Q3 | $434K | Buy |
+5,434
| New | +$434K | 0.22% | 106 |
|
|
2019
Q2 | – | Sell |
-84
| Closed | -$5K | – | 754 |
|
|
2019
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 626 |
|
|
2018
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 588 |
|
|
2018
Q3 | – | Sell |
-60
| Closed | -$3K | – | 653 |
|
|
2018
Q2 | $3K | Sell |
60
-171
| -74% | -$8.55K | ﹤0.01% | 667 |
|
|
2018
Q1 | $11K | Buy |
231
+60
| +35% | +$2.86K | 0.01% | 474 |
|
|
2017
Q4 | $6K | Buy |
+171
| New | +$6K | ﹤0.01% | 582 |
|