WealthPlan Investment Management’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 | $553K | Buy |
7,075
+75
| +1% | +$5.87K | 0.04% | 225 |
|
|
2025
Q1 | $507K | Buy |
7,000
+100
| +1% | +$7.25K | 0.05% | 169 |
|
|
2024
Q4 | $511K | Hold |
6,900
| – | – | 0.05% | 169 |
|
|
2024
Q3 | $455K | Hold |
6,900
| – | – | 0.05% | 165 |
|
|
2024
Q2 | $637K | Hold |
6,900
| – | – | 0.1% | 111 |
|
|
2024
Q1 | $659K | Hold |
6,900
| – | – | 0.1% | 110 |
|
|
2023
Q4 | $526K | Hold |
6,900
| – | – | 0.08% | 121 |
|
|
2023
Q3 | $478K | Hold |
6,900
| – | – | 0.08% | 113 |
|
|
2023
Q2 | $651K | Hold |
6,900
| – | – | 0.19% | 86 |
|
|
2023
Q1 | $571K | Sell |
6,900
-303
| -4% | -$25.1K | 0.1% | 111 |
|
|
2022
Q4 | $559K | Buy |
7,203
+5
| +0.1% | +$388 | 0.04% | 242 |
|
|
2022
Q3 | $522K | Buy |
+7,198
| New | +$522K | 0.04% | 240 |
|
|
2022
Q1 | $787K | Buy |
+7,437
| New | +$787K | 0.05% | 194 |
|