United Capital Financial 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 | $2.81M | Buy |
35,967
+4,707
| +15% | +$368K | 0.02% | 374 |
|
|
2025
Q1 | $2.27M | Buy |
31,260
+6,401
| +26% | +$464K | 0.02% | 400 |
|
|
2024
Q4 | $1.84M | Buy |
24,859
+9,779
| +65% | +$724K | 0.02% | 432 |
|
|
2024
Q3 | $995K | Sell |
15,080
-2,422
| -14% | -$160K | 0.01% | 541 |
|
|
2024
Q2 | $1.62M | Sell |
17,502
-11,880
| -40% | -$1.1M | 0.01% | 444 |
|
|
2024
Q1 | $2.81M | Sell |
29,382
-1,324
| -4% | -$127K | 0.02% | 368 |
|
|
2023
Q4 | $2.34M | Sell |
30,706
-4,913
| -14% | -$375K | 0.02% | 387 |
|
|
2023
Q3 | $2.47M | Sell |
35,619
-3,510
| -9% | -$243K | 0.02% | 396 |
|
|
2023
Q2 | $3.69M | Sell |
39,129
-1,405
| -3% | -$133K | 0.02% | 357 |
|
|
2023
Q1 | $3.35M | Buy |
40,534
+3,271
| +9% | +$271K | 0.02% | 370 |
|
|
2022
Q4 | $2.78M | Buy |
37,263
+22,295
| +149% | +$1.66M | 0.02% | 424 |
|
|
2022
Q3 | $1.24M | Sell |
14,968
-3,490
| -19% | -$288K | 0.01% | 568 |
|
|
2022
Q2 | $1.76M | Buy |
18,458
+2,420
| +15% | +$230K | 0.01% | 516 |
|
|
2022
Q1 | $1.89M | Sell |
16,038
-1,500
| -9% | -$177K | 0.01% | 528 |
|
|
2021
Q4 | $2.27M | Buy |
17,538
+55
| +0.3% | +$7.13K | 0.01% | 509 |
|
|
2021
Q3 | $1.98M | Sell |
17,483
-13,094
| -43% | -$1.48M | 0.01% | 526 |
|
|
2021
Q2 | $3.17M | Buy |
30,577
+949
| +3% | +$98.3K | 0.02% | 453 |
|
|
2021
Q1 | $2.48M | Sell |
29,628
-3,085
| -9% | -$258K | 0.01% | 466 |
|
|
2020
Q4 | $2.98M | Sell |
32,713
-2,545
| -7% | -$232K | 0.02% | 430 |
|
|
2020
Q3 | $2.81M | Sell |
35,258
-11,060
| -24% | -$883K | 0.02% | 433 |
|
|
2020
Q2 | $3.2M | Sell |
46,318
-59,210
| -56% | -$4.09M | 0.02% | 428 |
|
|
2020
Q1 | $6.64M | Buy |
105,528
+24,963
| +31% | +$1.57M | 0.05% | 297 |
|
|
2019
Q4 | $6.27M | Buy |
80,565
+78
| +0.1% | +$6.07K | 0.04% | 381 |
|
|
2019
Q3 | $5.9M | Sell |
80,487
-10,248
| -11% | -$751K | 0.04% | 373 |
|
|
2019
Q2 | $5.59M | Sell |
90,735
-393
| -0.4% | -$24.2K | 0.04% | 399 |
|
|
2019
Q1 | $5.81M | Buy |
91,128
+1,860
| +2% | +$119K | 0.04% | 382 |
|
|
2018
Q4 | $4.56M | Buy |
89,268
+2,034
| +2% | +$104K | 0.04% | 400 |
|
|
2018
Q3 | $5.06M | Buy |
87,234
+8,979
| +11% | +$521K | 0.04% | 430 |
|
|
2018
Q2 | $3.8M | Buy |
78,255
+6,252
| +9% | +$303K | 0.03% | 465 |
|
|
2018
Q1 | $3.35M | Buy |
72,003
+46,821
| +186% | +$2.18M | 0.03% | 472 |
|
|
2017
Q4 | $946K | Sell |
25,182
-16,152
| -39% | -$607K | 0.01% | 794 |
|
|
2017
Q3 | $1.51M | Buy |
41,334
+7,830
| +23% | +$285K | 0.01% | 652 |
|
|
2017
Q2 | $1.32M | Buy |
33,504
+8,454
| +34% | +$333K | 0.01% | 688 |
|
|
2017
Q1 | $785K | Sell |
25,050
-24,258
| -49% | -$760K | 0.01% | 809 |
|
|
2016
Q4 | $1.54M | Buy |
49,308
+2,310
| +5% | +$72.1K | 0.02% | 623 |
|
|
2016
Q3 | $1.89M | Sell |
46,998
-1,044
| -2% | -$42K | 0.02% | 601 |
|
|
2016
Q2 | $1.6M | Buy |
48,042
+33,342
| +227% | +$1.11M | 0.02% | 610 |
|
|
2016
Q1 | $432K | Buy |
14,700
+894
| +6% | +$26.3K | ﹤0.01% | 919 |
|
|
2015
Q4 | $363K | Sell |
13,806
-16,806
| -55% | -$442K | ﹤0.01% | 966 |
|
|
2015
Q3 | $725K | Buy |
30,612
+6,972
| +29% | +$165K | 0.01% | 782 |
|
|
2015
Q2 | $561K | Buy |
23,640
+4,422
| +23% | +$105K | 0.01% | 876 |
|
|
2015
Q1 | $406K | Sell |
19,218
-7,854
| -29% | -$166K | 0.01% | 985 |
|
|
2014
Q4 | $575K | Sell |
27,072
-2,796
| -9% | -$59.4K | 0.01% | 781 |
|
|
2014
Q3 | $509K | Buy |
+29,868
| New | +$509K | 0.01% | 792 |
|
|
2014
Q2 | – | Sell |
-30,672
| Closed | -$379K | – | 835 |
|
|
2014
Q1 | $379K | Buy |
+30,672
| New | +$379K | 0.01% | 713 |
|
|
2013
Q4 | – | Sell |
-32,508
| Closed | -$377K | – | 682 |
|
|
2013
Q3 | $377K | Sell |
32,508
-14,232
| -30% | -$165K | 0.01% | 509 |
|
|
2013
Q2 | $523K | Buy |
+46,740
| New | +$523K | 0.01% | 501 |
|