Valmark Advisers’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $404K | Sell |
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|
2025
Q2 | $412K | Sell |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $305K | Buy |
|