Ulland Investment Advisors’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 | $48K | Hold |
615
| – | – | 0.04% | 110 |
|
|
2025
Q1 | $45K | Hold |
615
| – | – | 0.04% | 114 |
|
|
2024
Q4 | $46K | Hold |
615
| – | – | 0.03% | 117 |
|
|
2024
Q3 | $41K | Hold |
615
| – | – | 0.03% | 112 |
|
|
2024
Q2 | $57K | Sell |
615
-165
| -21% | -$15.3K | 0.04% | 106 |
|
|
2024
Q1 | $75K | Hold |
780
| – | – | 0.06% | 98 |
|
|
2023
Q4 | $59K | Hold |
780
| – | – | 0.06% | 95 |
|
|
2023
Q3 | $54K | Hold |
780
| – | – | 0.06% | 103 |
|
|
2023
Q2 | $74K | Hold |
780
| – | – | 0.08% | 89 |
|
|
2023
Q1 | $65K | Hold |
780
| – | – | 0.08% | 82 |
|
|
2022
Q4 | $58K | Hold |
780
| – | – | 0.07% | 88 |
|
|
2022
Q3 | $64K | Sell |
780
-155
| -17% | -$12.7K | 0.07% | 83 |
|
|
2022
Q2 | $89K | Hold |
935
| – | – | 0.09% | 70 |
|
|
2022
Q1 | $110K | Buy |
935
+155
| +20% | +$18.2K | 0.08% | 74 |
|
|
2021
Q4 | $101K | Buy |
+780
| New | +$101K | 0.06% | 80 |
|