Wealthcare Advisory Partners’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 | $536K | Sell |
6,852
-917
| -12% | -$71.7K | 0.01% | 628 |
|
|
2025
Q1 | $563K | Buy |
7,769
+429
| +6% | +$31.1K | 0.02% | 567 |
|
|
2024
Q4 | $543K | Sell |
7,340
-841
| -10% | -$62.3K | 0.02% | 550 |
|
|
2024
Q3 | $540K | Sell |
8,181
-117
| -1% | -$7.72K | 0.02% | 548 |
|
|
2024
Q2 | $766K | Sell |
8,298
-571
| -6% | -$52.7K | 0.02% | 449 |
|
|
2024
Q1 | $848K | Buy |
8,869
+36
| +0.4% | +$3.44K | 0.03% | 414 |
|
|
2023
Q4 | $674K | Sell |
8,833
-570
| -6% | -$43.5K | 0.03% | 421 |
|
|
2023
Q3 | $651K | Sell |
9,403
-816
| -8% | -$56.5K | 0.03% | 369 |
|
|
2023
Q2 | $964K | Buy |
10,219
+86
| +0.8% | +$8.11K | 0.04% | 295 |
|
|
2023
Q1 | $838K | Sell |
10,133
-217
| -2% | -$18K | 0.04% | 324 |
|
|
2022
Q4 | $772K | Buy |
10,350
+1,011
| +11% | +$75.4K | 0.04% | 320 |
|
|
2022
Q3 | $772K | Buy |
9,339
+198
| +2% | +$16.4K | 0.04% | 271 |
|
|
2022
Q2 | $869K | Buy |
9,141
+122
| +1% | +$11.6K | 0.05% | 227 |
|
|
2022
Q1 | $1.06M | Buy |
9,019
+607
| +7% | +$71.5K | 0.06% | 185 |
|
|
2021
Q4 | $1.09M | Buy |
8,412
+2,188
| +35% | +$284K | 0.07% | 184 |
|
|
2021
Q3 | $705K | Buy |
6,224
+407
| +7% | +$46.1K | 0.05% | 254 |
|
|
2021
Q2 | $602K | Buy |
5,817
+238
| +4% | +$24.6K | 0.04% | 281 |
|
|
2021
Q1 | $467K | Buy |
+5,579
| New | +$467K | 0.03% | 303 |
|
|
2020
Q2 | – | Sell |
-18
| Closed | -$1K | – | 636 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1386 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1317 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1282 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1149 |
|
|
2018
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1135 |
|
|
2018
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1172 |
|
|
2018
Q2 | $1K | Sell |
18
-150
| -89% | -$8.33K | ﹤0.01% | 1174 |
|
|
2018
Q1 | $8K | Hold |
168
| – | – | ﹤0.01% | 767 |
|
|
2017
Q4 | $6K | Hold |
168
| – | – | ﹤0.01% | 753 |
|
|
2017
Q3 | $6K | Buy |
+168
| New | +$6K | ﹤0.01% | 617 |
|