Waverly 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 | $1.74M | Sell |
22,293
-1,916
| -8% | -$150K | 0.02% | 517 |
|
|
2025
Q1 | $1.75M | Buy |
24,209
+6,895
| +40% | +$500K | 0.02% | 501 |
|
|
2024
Q4 | $1.28M | Buy |
17,314
+11,963
| +224% | +$886K | 0.02% | 468 |
|
|
2024
Q3 | $353K | Buy |
5,351
+113
| +2% | +$7.46K | 0.01% | 645 |
|
|
2024
Q2 | $484K | Buy |
5,238
+24
| +0.5% | +$2.22K | 0.01% | 582 |
|
|
2024
Q1 | $498K | Buy |
5,214
+1,849
| +55% | +$177K | 0.01% | 478 |
|
|
2023
Q4 | $257K | Sell |
3,365
-250
| -7% | -$19.1K | 0.01% | 385 |
|
|
2023
Q3 | $250K | Buy |
3,615
+3
| +0.1% | +$208 | 0.01% | 357 |
|
|
2023
Q2 | $341K | Buy |
3,612
+216
| +6% | +$20.4K | 0.01% | 284 |
|
|
2023
Q1 | $281K | Buy |
3,396
+250
| +8% | +$20.7K | 0.01% | 244 |
|
|
2022
Q4 | $235K | Buy |
3,146
+113
| +4% | +$8.43K | 0.01% | 247 |
|
|
2022
Q3 | $251K | Buy |
3,033
+316
| +12% | +$26.2K | 0.02% | 209 |
|
|
2022
Q2 | $259K | Buy |
2,717
+927
| +52% | +$88.4K | 0.02% | 179 |
|
|
2022
Q1 | $210K | Buy |
+1,790
| New | +$210K | 0.02% | 191 |
|
|
2021
Q4 | – | Sell |
-2,894
| Closed | -$331K | – | 209 |
|
|
2021
Q3 | $331K | Buy |
2,894
+445
| +18% | +$50.9K | 0.03% | 162 |
|
|
2021
Q2 | $277K | Buy |
+2,449
| New | +$277K | 0.03% | 161 |
|
|
2015
Q4 | – | Sell |
-348
| Closed | -$8K | – | 209 |
|
|
2015
Q3 | $8K | Hold |
348
| – | – | 0.01% | 355 |
|
|
2015
Q2 | $8K | Buy |
+348
| New | +$8K | ﹤0.01% | 289 |
|