Valmark Advisers’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 | $412K | Sell |
5,266
-15
| -0.3% | -$1.17K | 0.01% | 475 |
|
|
2025
Q1 | $383K | Sell |
5,281
-22
| -0.4% | -$1.6K | 0.01% | 469 |
|
|
2024
Q4 | $393K | Buy |
5,303
+6
| +0.1% | +$444 | 0.01% | 461 |
|
|
2024
Q3 | $350K | Sell |
5,297
-57
| -1% | -$3.76K | 0.01% | 471 |
|
|
2024
Q2 | $495K | Sell |
5,354
-257
| -5% | -$23.7K | 0.01% | 390 |
|
|
2024
Q1 | $536K | Buy |
5,611
+694
| +14% | +$66.3K | 0.01% | 369 |
|
|
2023
Q4 | $375K | Buy |
4,917
+825
| +20% | +$62.9K | 0.01% | 391 |
|
|
2023
Q3 | $283K | Hold |
4,092
| – | – | 0.01% | 401 |
|
|
2023
Q2 | $386K | Hold |
4,092
| – | – | 0.01% | 366 |
|
|
2023
Q1 | $339K | Sell |
4,092
-15
| -0.4% | -$1.24K | 0.01% | 369 |
|
|
2022
Q4 | $306K | Buy |
4,107
+1,326
| +48% | +$98.9K | 0.01% | 364 |
|
|
2022
Q3 | $230K | Buy |
2,781
+282
| +11% | +$23.3K | ﹤0.01% | 379 |
|
|
2022
Q2 | $238K | Sell |
2,499
-89
| -3% | -$8.48K | ﹤0.01% | 378 |
|
|
2022
Q1 | $305K | Buy |
+2,588
| New | +$305K | 0.01% | 369 |
|