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 |
|