Wealth Architects’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 | $221K | Sell |
2,829
-5
| -0.2% | -$391 | 0.02% | 206 |
|
|
2025
Q1 | $205K | Sell |
2,834
-40
| -1% | -$2.9K | 0.02% | 221 |
|
|
2024
Q4 | $213K | Buy |
+2,874
| New | +$213K | 0.02% | 201 |
|
|
2024
Q3 | – | Sell |
-2,966
| Closed | -$274K | – | 215 |
|
|
2024
Q2 | $274K | Buy |
2,966
+9
| +0.3% | +$831 | 0.03% | 172 |
|
|
2024
Q1 | $283K | Buy |
2,957
+7
| +0.2% | +$669 | 0.04% | 164 |
|
|
2023
Q4 | $225K | Buy |
+2,950
| New | +$225K | 0.03% | 178 |
|
|
2023
Q3 | – | Sell |
-3,071
| Closed | -$290K | – | 192 |
|
|
2023
Q2 | $290K | Sell |
3,071
-71
| -2% | -$6.7K | 0.05% | 147 |
|
|
2023
Q1 | $260K | Buy |
3,142
+57
| +2% | +$4.72K | 0.05% | 151 |
|
|
2022
Q4 | $230K | Buy |
3,085
+27
| +0.9% | +$2.01K | 0.04% | 155 |
|
|
2022
Q3 | $253K | Sell |
3,058
-42
| -1% | -$3.48K | 0.05% | 143 |
|
|
2022
Q2 | $295K | Sell |
3,100
-88
| -3% | -$8.37K | 0.06% | 140 |
|
|
2022
Q1 | $375K | Buy |
3,188
+40
| +1% | +$4.71K | 0.06% | 134 |
|
|
2021
Q4 | $408K | Sell |
3,148
-386
| -11% | -$50K | 0.07% | 130 |
|
|
2021
Q3 | $400K | Buy |
3,534
+2
| +0.1% | +$226 | 0.08% | 118 |
|
|
2021
Q2 | $366K | Buy |
3,532
+236
| +7% | +$24.5K | 0.07% | 119 |
|
|
2021
Q1 | $276K | Buy |
3,296
+94
| +3% | +$7.87K | 0.06% | 125 |
|
|
2020
Q4 | $292K | Buy |
3,202
+10
| +0.3% | +$912 | 0.07% | 118 |
|
|
2020
Q3 | $255K | Sell |
3,192
-1
| -0% | -$80 | 0.07% | 119 |
|
|
2020
Q2 | $221K | Sell |
3,193
-14
| -0.4% | -$969 | 0.06% | 122 |
|
|
2020
Q1 | $202K | Sell |
3,207
-24
| -0.7% | -$1.51K | 0.07% | 118 |
|
|
2019
Q4 | $251K | Buy |
3,231
+9
| +0.3% | +$699 | 0.07% | 111 |
|
|
2019
Q3 | $236K | Buy |
+3,222
| New | +$236K | 0.07% | 113 |
|
|
2019
Q2 | – | Sell |
-3,231
| Closed | -$206K | – | 133 |
|
|
2019
Q1 | $206K | Buy |
+3,231
| New | +$206K | 0.06% | 126 |
|