Verdence Capital 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
$293K Sell
3,747
-33
-0.9% -$2.58K 0.02% 561
2025
Q1
$274K Sell
3,780
-6,145
-62% -$445K 0.02% 552
2024
Q4
$735K Sell
9,925
-865
-8% -$64K 0.06% 296
2024
Q3
$712K Sell
10,790
-135
-1% -$8.91K 0.06% 313
2024
Q2
$1.01M Sell
10,925
-674
-6% -$62.3K 0.09% 238
2024
Q1
$1.11M Buy
11,599
+769
+7% +$73.5K 0.1% 222
2023
Q4
$826K Buy
10,830
+1,509
+16% +$115K 0.08% 246
2023
Q3
$646K Buy
9,321
+1,303
+16% +$90.3K 0.07% 278
2023
Q2
$756K Buy
+8,018
New +$756K 0.09% 241
2023
Q1
Sell
-8,854
Closed -$661K 550
2022
Q4
$661K Buy
8,854
+3,585
+68% +$267K 0.08% 234
2022
Q3
$435K Buy
5,269
+1
+0% +$83 0.06% 301
2022
Q2
$501K Sell
5,268
-82
-2% -$7.8K 0.06% 294
2022
Q1
$630K Buy
5,350
+279
+6% +$32.9K 0.07% 263
2021
Q4
$657K Sell
5,071
-50
-1% -$6.48K 0.08% 239
2021
Q3
$580K Buy
5,121
+275
+6% +$31.1K 0.08% 251
2021
Q2
$502K Sell
4,846
-216
-4% -$22.4K 0.07% 253
2021
Q1
$423K Sell
5,062
-43
-0.8% -$3.59K 0.07% 257
2020
Q4
$466K Buy
5,105
+4
+0.1% +$365 0.09% 217
2020
Q3
$407K Buy
5,101
+54
+1% +$4.31K 0.09% 218
2020
Q2
$349K Buy
5,047
+10
+0.2% +$691 0.09% 226
2020
Q1
$317K Sell
5,037
-234
-4% -$14.7K 0.09% 202
2019
Q4
$410K Sell
5,271
-45
-0.8% -$3.5K 0.1% 193
2019
Q3
$390K Sell
5,316
-687
-11% -$50.4K 0.11% 197
2019
Q2
$370K Hold
6,003
0.11% 200
2019
Q1
$383K Buy
6,003
+1,371
+30% +$87.5K 0.1% 183
2018
Q4
$236K Sell
4,632
-195
-4% -$9.94K 0.07% 212
2018
Q3
$280K Buy
4,827
+501
+12% +$29.1K 0.07% 214
2018
Q2
$210K Sell
4,326
-30
-0.7% -$1.46K 0.05% 267
2018
Q1
$203K Buy
+4,356
New +$203K 0.05% 271