WealthPLAN Partners’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 | $545K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $23.4K | Sell |
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|
2023
Q1 | $21.9K | Sell |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q1 | $787K | Hold |
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|
2021
Q4 | $812K | Hold |
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|
2021
Q3 | $859K | Buy |
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|
2021
Q2 | $825K | Buy |
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|
2021
Q1 | $690K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $576K | Sell |
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|
2020
Q2 | $585K | Hold |
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|
2020
Q1 | $534K | Buy |
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|
2019
Q4 | $547K | Buy |
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|
2019
Q3 | $580K | Buy |
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|
2019
Q2 | $522K | Sell |
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|
2019
Q1 | $639K | Buy |
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|
2018
Q4 | $636K | Buy |
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|
2018
Q3 | $524K | Buy |
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|
2018
Q2 | $480K | Buy |
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|
2018
Q1 | $450K | Buy |
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|
2017
Q4 | $298K | Buy |
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|
2017
Q3 | $255K | Buy |
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|
2017
Q2 | $272K | Buy |
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|
2017
Q1 | $60.5K | Buy |
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|
2016
Q3 | $528K | Sell |
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|
2016
Q2 | $497K | Buy |
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|
2015
Q4 | $199K | Buy |
|