Trueblood Wealth Management’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 | $388K | Buy |
4,957
+8
| +0.2% | +$626 | 0.16% | 173 |
|
|
2025
Q1 | $359K | Buy |
4,949
+1,256
| +34% | +$91K | 0.17% | 167 |
|
|
2024
Q4 | $273K | Hold |
3,693
| – | – | 0.13% | 195 |
|
|
2024
Q3 | $244K | Buy |
3,693
+13
| +0.4% | +$858 | 0.12% | 193 |
|
|
2024
Q2 | $340K | Buy |
3,680
+8
| +0.2% | +$739 | 0.19% | 146 |
|
|
2024
Q1 | $351K | Buy |
3,672
+969
| +36% | +$92.6K | 0.2% | 141 |
|
|
2023
Q4 | $206K | Buy |
+2,703
| New | +$206K | 0.13% | 200 |
|