United Asset Strategies’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
$14.6M Buy
186,619
+1,048
+0.6% +$82K 1.25% 21
2025
Q1
$13.5M Buy
185,571
+17,412
+10% +$1.26M 1.25% 26
2024
Q4
$12.4M Buy
168,159
+8,242
+5% +$610K 1.14% 27
2024
Q3
$10.6M Buy
159,917
+6,129
+4% +$404K 0.98% 35
2024
Q2
$14.2M Buy
153,788
+3,278
+2% +$303K 1.4% 21
2024
Q1
$14.4M Buy
150,510
+141,387
+1,550% +$13.5M 1.44% 18
2023
Q4
$696K Buy
9,123
+1,142
+14% +$87.1K 0.08% 171
2023
Q3
$553K Buy
+7,981
New +$553K 0.07% 174