Values Added Financial’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 | $736K | Sell |
9,408
-45
| -0.5% | -$3.52K | 0.36% | 55 |
|
|
2025
Q1 | $685K | Buy |
9,453
+91
| +1% | +$6.6K | 0.38% | 52 |
|
|
2024
Q4 | $693K | Buy |
9,362
+16
| +0.2% | +$1.18K | 0.4% | 47 |
|
|
2024
Q3 | $617K | Buy |
9,346
+23
| +0.2% | +$1.52K | 0.39% | 45 |
|
|
2024
Q2 | $861K | Buy |
9,323
+21
| +0.2% | +$1.94K | 0.62% | 31 |
|
|
2024
Q1 | $889K | Hold |
9,302
| – | – | 0.69% | 29 |
|
|
2023
Q4 | $709K | Sell |
9,302
-16
| -0.2% | -$1.22K | 0.58% | 33 |
|
|
2023
Q3 | $646K | Buy |
9,318
+18
| +0.2% | +$1.25K | 0.59% | 35 |
|
|
2023
Q2 | $877K | Buy |
+9,300
| New | +$877K | 0.82% | 28 |
|