Summit Financial’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 | $291K | Sell |
3,725
-396
| -10% | -$31K | 0.01% | 690 |
|
|
2025
Q1 | $299K | Sell |
4,121
-1,955
| -32% | -$142K | 0.01% | 611 |
|
|
2024
Q4 | $450K | Buy |
6,076
+288
| +5% | +$21.3K | 0.02% | 464 |
|
|
2024
Q3 | $382K | Buy |
5,788
+1,795
| +45% | +$118K | 0.02% | 420 |
|
|
2024
Q2 | $369K | Buy |
3,993
+1,143
| +40% | +$106K | 0.02% | 377 |
|
|
2024
Q1 | $272K | Buy |
+2,850
| New | +$272K | 0.02% | 331 |
|
|
2023
Q4 | – | Sell |
-9,658
| Closed | -$669K | – | 358 |
|
|
2023
Q3 | $669K | Buy |
9,658
+776
| +9% | +$53.8K | 0.05% | 204 |
|
|
2023
Q2 | $838K | Buy |
+8,882
| New | +$838K | 0.06% | 171 |
|