Wealthspire Advisors (New York)’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 | $669K | Sell |
8,556
-1,823
| -18% | -$143K | ﹤0.01% | 470 |
|
|
2025
Q1 | $752K | Buy |
10,379
+630
| +6% | +$45.7K | ﹤0.01% | 442 |
|
|
2024
Q4 | $722K | Sell |
9,749
-1,820
| -16% | -$135K | 0.01% | 427 |
|
|
2024
Q3 | $763K | Buy |
11,569
+1,001
| +9% | +$66.1K | 0.01% | 418 |
|
|
2024
Q2 | $976K | Sell |
10,568
-1,349
| -11% | -$125K | 0.01% | 315 |
|
|
2024
Q1 | $1.14M | Sell |
11,917
-895
| -7% | -$85.5K | 0.02% | 295 |
|
|
2023
Q4 | $977K | Buy |
12,812
+393
| +3% | +$30K | 0.01% | 314 |
|
|
2023
Q3 | $860K | Buy |
+12,419
| New | +$860K | 0.01% | 299 |
|
|
2023
Q1 | – | Sell |
-3,124
| Closed | -$233K | – | 553 |
|
|
2022
Q4 | $233K | Buy |
+3,124
| New | +$233K | ﹤0.01% | 510 |
|
|
2022
Q1 | – | Sell |
-2,404
| Closed | -$311K | – | 476 |
|
|
2021
Q4 | $311K | Buy |
2,404
+300
| +14% | +$38.8K | 0.01% | 408 |
|
|
2021
Q3 | $238K | Buy |
+2,104
| New | +$238K | ﹤0.01% | 506 |
|
|
2021
Q2 | – | Sell |
-8,507
| Closed | -$712K | – | 475 |
|
|
2021
Q1 | $712K | Buy |
8,507
+1,179
| +16% | +$98.7K | 0.02% | 325 |
|
|
2020
Q4 | $669K | Buy |
7,328
+2,207
| +43% | +$201K | 0.02% | 259 |
|
|
2020
Q3 | $409K | Buy |
5,121
+232
| +5% | +$18.5K | 0.02% | 196 |
|
|
2020
Q2 | $338K | Sell |
4,889
-5,824
| -54% | -$403K | 0.02% | 189 |
|
|
2020
Q1 | $674K | Buy |
+10,713
| New | +$674K | 0.03% | 253 |
|
|
2019
Q1 | – | Sell |
-501
| Closed | -$26K | – | 291 |
|
|
2018
Q4 | $26K | Buy |
+501
| New | +$26K | ﹤0.01% | 284 |
|