Venturi Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,683
| Closed | -$199K | – | 970 |
|
|
2024
Q4 | $199K | Buy |
2,683
+2,442
| +1,013% | +$181K | 0.01% | 547 |
|
|
2024
Q3 | $15.9K | Sell |
241
-314
| -57% | -$20.7K | ﹤0.01% | 1079 |
|
|
2024
Q2 | $51.3K | Buy |
555
+320
| +136% | +$29.6K | ﹤0.01% | 656 |
|
|
2024
Q1 | $22.5K | Buy |
235
+47
| +25% | +$4.49K | ﹤0.01% | 704 |
|
|
2023
Q4 | $14.3K | Buy |
188
+13
| +7% | +$991 | ﹤0.01% | 788 |
|
|
2023
Q3 | $12.1K | Buy |
175
+52
| +42% | +$3.6K | ﹤0.01% | 760 |
|
|
2023
Q2 | $11.6K | Buy |
123
+45
| +58% | +$4.25K | ﹤0.01% | 633 |
|
|
2023
Q1 | $6.45K | Buy |
+78
| New | +$6.45K | ﹤0.01% | 784 |
|