Valeo 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 | $459K | Buy |
5,875
+739
| +14% | +$57.8K | 0.01% | 471 |
|
|
2025
Q1 | $372K | Buy |
5,136
+142
| +3% | +$10.3K | 0.01% | 478 |
|
|
2024
Q4 | $370K | Buy |
4,994
+508
| +11% | +$37.6K | 0.01% | 470 |
|
|
2024
Q3 | $296K | Sell |
4,486
-647
| -13% | -$42.7K | 0.01% | 526 |
|
|
2024
Q2 | $474K | Buy |
5,133
+354
| +7% | +$32.7K | 0.01% | 403 |
|
|
2024
Q1 | $423K | Sell |
4,779
-332
| -6% | -$29.4K | 0.02% | 420 |
|
|
2023
Q4 | $390K | Buy |
5,111
+1,978
| +63% | +$151K | 0.02% | 420 |
|
|
2023
Q3 | $217K | Sell |
3,133
-1,818
| -37% | -$126K | 0.01% | 546 |
|
|
2023
Q2 | $467K | Buy |
4,951
+562
| +13% | +$53K | 0.02% | 337 |
|
|
2023
Q1 | $363K | Buy |
4,389
+1,565
| +55% | +$129K | 0.02% | 392 |
|
|
2022
Q4 | $211K | Buy |
+2,824
| New | +$211K | 0.01% | 473 |
|
|
2021
Q2 | – | Sell |
-969
| Closed | -$81K | – | 848 |
|
|
2021
Q1 | $81K | Hold |
969
| – | – | ﹤0.01% | 664 |
|
|
2020
Q4 | $88K | Sell |
969
-45
| -4% | -$4.09K | ﹤0.01% | 595 |
|
|
2020
Q3 | $81K | Sell |
1,014
-558
| -35% | -$44.6K | 0.01% | 512 |
|
|
2020
Q2 | $109K | Sell |
1,572
-12
| -0.8% | -$832 | 0.01% | 473 |
|
|
2020
Q1 | $113K | Buy |
1,584
+171
| +12% | +$12.2K | 0.01% | 393 |
|
|
2019
Q4 | $110K | Buy |
1,413
+210
| +17% | +$16.3K | 0.01% | 441 |
|
|
2019
Q3 | $88K | Sell |
1,203
-15
| -1% | -$1.1K | 0.01% | 462 |
|
|
2019
Q2 | $75K | Sell |
1,218
-189
| -13% | -$11.6K | 0.01% | 493 |
|
|
2019
Q1 | $90K | Buy |
1,407
+48
| +4% | +$3.07K | 0.01% | 431 |
|
|
2018
Q4 | $69K | Buy |
1,359
+24
| +2% | +$1.22K | 0.01% | 442 |
|
|
2018
Q3 | $65K | Buy |
1,335
+54
| +4% | +$2.63K | 0.01% | 493 |
|
|
2018
Q2 | $59K | Sell |
1,281
-123
| -9% | -$5.67K | 0.01% | 503 |
|
|
2018
Q1 | $65K | Hold |
1,404
| – | – | 0.01% | 443 |
|
|
2017
Q4 | $53K | Buy |
1,404
+663
| +89% | +$25K | 0.01% | 458 |
|
|
2017
Q3 | $27K | Buy |
+741
| New | +$27K | 0.01% | 512 |
|