WealthPlan Investment Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $553K | Buy |
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|
2025
Q1 | $507K | Buy |
|
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|
2024
Q4 | $511K | Hold |
|
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|
2024
Q3 | $455K | Hold |
|
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|
2024
Q2 | $637K | Hold |
|
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|
2024
Q1 | $659K | Hold |
|
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|
2023
Q4 | $526K | Hold |
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|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $651K | Hold |
|
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $559K | Buy |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q1 | $787K | Buy |
|