Stratos 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 | $823K | Sell |
10,517
-2,737
| -21% | -$214K | 0.01% | 762 |
|
|
2025
Q1 | $961K | Sell |
13,254
-929
| -7% | -$67.3K | 0.01% | 673 |
|
|
2024
Q4 | $1.05M | Sell |
14,183
-292
| -2% | -$21.6K | 0.01% | 682 |
|
|
2024
Q3 | $955K | Sell |
14,475
-311
| -2% | -$20.5K | 0.01% | 700 |
|
|
2024
Q2 | $1.37M | Sell |
14,786
-379
| -2% | -$35K | 0.02% | 554 |
|
|
2024
Q1 | $1.45M | Sell |
15,165
-730
| -5% | -$69.8K | 0.02% | 532 |
|
|
2023
Q4 | $1.21M | Buy |
+15,895
| New | +$1.21M | 0.02% | 557 |
|
|
2022
Q1 | – | Sell |
-11,479
| Closed | -$1.49M | – | 1286 |
|
|
2021
Q4 | $1.49M | Buy |
+11,479
| New | +$1.49M | 0.03% | 440 |
|
|
2021
Q3 | – | Sell |
-10,989
| Closed | -$1.14M | – | 1204 |
|
|
2021
Q2 | $1.14M | Buy |
10,989
+484
| +5% | +$50.1K | 0.03% | 504 |
|
|
2021
Q1 | $879K | Sell |
10,505
-492
| -4% | -$41.2K | 0.02% | 539 |
|
|
2020
Q4 | $1M | Buy |
10,997
+181
| +2% | +$16.5K | 0.03% | 443 |
|
|
2020
Q3 | $863K | Sell |
10,816
-437
| -4% | -$34.9K | 0.03% | 438 |
|
|
2020
Q2 | $778K | Sell |
11,253
-192
| -2% | -$13.3K | 0.03% | 441 |
|
|
2020
Q1 | $720K | Buy |
11,445
+1,998
| +21% | +$126K | 0.03% | 410 |
|
|
2019
Q4 | $735K | Buy |
9,447
+1,215
| +15% | +$94.5K | 0.03% | 477 |
|
|
2019
Q3 | $603K | Buy |
8,232
+66
| +0.8% | +$4.84K | 0.03% | 503 |
|
|
2019
Q2 | $503K | Sell |
8,166
-4,737
| -37% | -$292K | 0.02% | 560 |
|
|
2019
Q1 | $823K | Buy |
12,903
+8,130
| +170% | +$519K | 0.04% | 416 |
|
|
2018
Q4 | $244K | Buy |
+4,773
| New | +$244K | 0.01% | 730 |
|
|
2018
Q3 | – | Sell |
-8,262
| Closed | -$401K | – | 2994 |
|
|
2018
Q2 | $401K | Sell |
8,262
-2,103
| -20% | -$102K | 0.02% | 636 |
|
|
2018
Q1 | $482K | Buy |
10,365
+33
| +0.3% | +$1.54K | 0.02% | 562 |
|
|
2017
Q4 | $388K | Buy |
10,332
+1,668
| +19% | +$62.6K | 0.02% | 597 |
|
|
2017
Q3 | $316K | Buy |
+8,664
| New | +$316K | 0.01% | 666 |
|
|
2017
Q1 | – | Sell |
-7,221
| Closed | -$226K | – | 826 |
|
|
2016
Q4 | $226K | Buy |
7,221
+327
| +5% | +$10.2K | 0.01% | 615 |
|
|
2016
Q3 | $277K | Buy |
+6,894
| New | +$277K | 0.02% | 516 |
|