Summit Financial Group’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.56M | Hold |
16,333
| – | – | 0.55% | 51 |
|
|
2023
Q4 | $1.25M | Sell |
16,333
-3,480
| -18% | -$265K | 0.48% | 61 |
|
|
2023
Q3 | $1.37M | Buy |
19,813
+70
| +0.4% | +$4.85K | 0.58% | 49 |
|
|
2023
Q2 | $1.86M | Hold |
19,743
| – | – | 0.72% | 39 |
|
|
2023
Q1 | $1.63M | Hold |
19,743
| – | – | 0.62% | 48 |
|
|
2022
Q4 | $1.47M | Hold |
19,743
| – | – | 0.58% | 47 |
|
|
2022
Q3 | $1.63M | Buy |
19,743
+63
| +0.3% | +$5.21K | 0.68% | 41 |
|
|
2022
Q2 | $1.87M | Hold |
19,680
| – | – | 0.72% | 42 |
|
|
2022
Q1 | $2.32M | Hold |
19,680
| – | – | 0.78% | 36 |
|
|
2021
Q4 | $2.55M | Hold |
19,680
| – | – | 0.83% | 37 |
|
|
2021
Q3 | $2.23M | Hold |
19,680
| – | – | 0.81% | 36 |
|
|
2021
Q2 | $2.04M | Hold |
19,680
| – | – | 0.76% | 35 |
|
|
2021
Q1 | $1.65M | Hold |
19,680
| – | – | 0.68% | 41 |
|
|
2020
Q4 | $1.8M | Hold |
19,680
| – | – | 0.79% | 39 |
|
|
2020
Q3 | $1.57M | Hold |
19,680
| – | – | 0.78% | 35 |
|
|
2020
Q2 | $1.36M | Hold |
19,680
| – | – | 0.71% | 40 |
|
|
2020
Q1 | $1.24M | Hold |
19,680
| – | – | 0.74% | 38 |
|
|
2019
Q4 | $1.53M | Hold |
19,680
| – | – | 0.73% | 40 |
|
|
2019
Q3 | $1.44M | Hold |
19,680
| – | – | 0.73% | 38 |
|
|
2019
Q2 | $1.21M | Hold |
19,680
| – | – | 0.55% | 49 |
|
|
2019
Q1 | $1.26M | Hold |
19,680
| – | – | 0.98% | 31 |
|
|
2018
Q4 | $1.01M | Hold |
19,680
| – | – | 0.85% | 39 |
|
|
2018
Q3 | $1.14M | Hold |
19,680
| – | – | 0.85% | 40 |
|
|
2018
Q2 | $955K | Hold |
19,680
| – | – | 0.74% | 49 |
|
|
2018
Q1 | $915K | Hold |
19,680
| – | – | 0.72% | 52 |
|
|
2017
Q4 | $739K | Hold |
19,680
| – | – | 0.6% | 55 |
|
|
2017
Q3 | $717K | Buy |
+19,680
| New | +$717K | 0.6% | 54 |
|