Wealth Enhancement Advisory Services’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
163,202
+86,186
| +112% | +$6.62M | 0.02% | 562 |
|
|
2025
Q1 | $5.58M | Sell |
77,016
-312
| -0.4% | -$22.6K | 0.01% | 790 |
|
|
2024
Q4 | $5.72M | Sell |
77,328
-2,766
| -3% | -$205K | 0.01% | 750 |
|
|
2024
Q3 | $5.29M | Sell |
80,094
-2,437
| -3% | -$161K | 0.01% | 702 |
|
|
2024
Q2 | $7.62M | Sell |
82,531
-3,161
| -4% | -$292K | 0.02% | 566 |
|
|
2024
Q1 | $8.19M | Buy |
85,692
+5,802
| +7% | +$554K | 0.02% | 530 |
|
|
2023
Q4 | $6.09M | Buy |
79,890
+1,160
| +1% | +$88.5K | 0.02% | 559 |
|
|
2023
Q3 | $5.45M | Buy |
78,730
+71,794
| +1,035% | +$4.97M | 0.02% | 559 |
|
|
2023
Q2 | $654K | Buy |
6,936
+1,207
| +21% | +$114K | 0.01% | 320 |
|
|
2023
Q1 | $474K | Buy |
+5,729
| New | +$474K | 0.01% | 393 |
|
|
2022
Q4 | – | Sell |
-14,320
| Closed | -$1.21M | – | 336 |
|
|
2022
Q3 | $1.21M | Buy |
+14,320
| New | +$1.21M | 0.02% | 222 |
|
|
2022
Q2 | – | Sell |
-53,093
| Closed | -$6.39M | – | 343 |
|
|
2022
Q1 | $6.39M | Buy |
53,093
+3,016
| +6% | +$363K | 0.09% | 115 |
|
|
2021
Q4 | $5.47M | Sell |
50,077
-19,100
| -28% | -$2.09M | 0.08% | 112 |
|
|
2021
Q3 | $8.09M | Buy |
+69,177
| New | +$8.09M | 0.12% | 84 |
|
|
2019
Q4 | – | Sell |
-9,380
| Closed | -$2.13M | – | 217 |
|
|
2019
Q3 | $2.13M | Buy |
+9,380
| New | +$2.13M | 0.09% | 93 |
|
|
2019
Q2 | – | Sell |
-6,148
| Closed | -$1.11M | – | 222 |
|
|
2019
Q1 | $1.11M | Buy |
+6,148
| New | +$1.11M | 0.06% | 129 |
|
|
2018
Q3 | – | Sell |
-8,430
| Closed | -$1.24M | – | 181 |
|
|
2018
Q2 | $1.24M | Buy |
+8,430
| New | +$1.24M | 0.08% | 95 |
|
|
2018
Q1 | – | Sell |
-17,534
| Closed | -$2.12M | – | 156 |
|
|
2017
Q4 | $2.12M | Sell |
17,534
-1,757
| -9% | -$212K | 0.15% | 74 |
|
|
2017
Q3 | $2.15M | Buy |
19,291
+11,886
| +161% | +$1.32M | 0.18% | 66 |
|
|
2017
Q2 | $870K | Buy |
+7,405
| New | +$870K | 0.08% | 114 |
|
|
2017
Q1 | – | Sell |
-13,097
| Closed | -$1.23M | – | 150 |
|
|
2016
Q4 | $1.23M | Buy |
+13,097
| New | +$1.23M | 0.15% | 76 |
|
|
2016
Q3 | – | Sell |
-13,005
| Closed | -$1.3M | – | 151 |
|
|
2016
Q2 | $1.3M | Buy |
+13,005
| New | +$1.3M | 0.23% | 80 |
|
|
2015
Q4 | – | Sell |
-6,902
| Closed | -$1.01M | – | 121 |
|
|
2015
Q3 | $1.01M | Buy |
6,902
+886
| +15% | +$130K | 0.31% | 55 |
|
|
2015
Q2 | $857K | Buy |
6,016
+119
| +2% | +$17K | 0.26% | 60 |
|
|
2015
Q1 | $840K | Buy |
5,897
+704
| +14% | +$100K | 0.32% | 59 |
|
|
2014
Q4 | $661K | Buy |
+5,193
| New | +$661K | 0.26% | 69 |
|