Wellington Shields & Co’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 | $89.9K | Hold |
1,150
| – | – | 0.03% | 269 |
|
|
2025
Q1 | $83.4K | Buy |
1,150
+150
| +15% | +$10.9K | 0.03% | 258 |
|
|
2024
Q4 | $74K | Sell |
1,000
-150
| -13% | -$11.1K | 0.02% | 258 |
|
|
2024
Q3 | $75.9K | Hold |
1,150
| – | – | 0.02% | 271 |
|
|
2024
Q2 | $106K | Sell |
1,150
-37
| -3% | -$3.42K | 0.03% | 250 |
|
|
2024
Q1 | $113K | Hold |
1,187
| – | – | 0.04% | 240 |
|
|
2023
Q4 | $90.5K | Buy |
1,187
+37
| +3% | +$2.82K | 0.03% | 243 |
|
|
2023
Q3 | $79.7K | Sell |
1,150
-175
| -13% | -$12.1K | 0.02% | 249 |
|
|
2023
Q2 | $125K | Buy |
1,325
+667
| +101% | +$62.9K | 0.03% | 235 |
|
|
2023
Q1 | $54.4K | Hold |
658
| – | – | 0.01% | 270 |
|
|
2022
Q4 | $49.1K | Hold |
658
| – | – | 0.01% | 264 |
|
|
2022
Q3 | $54K | Hold |
658
| – | – | 0.02% | 247 |
|
|
2022
Q2 | $63K | Buy |
+658
| New | +$63K | 0.02% | 248 |
|
|
2019
Q4 | – | Sell |
-11,400
| Closed | -$836K | – | 189 |
|
|
2019
Q3 | $836K | Buy |
+11,400
| New | +$836K | 1.29% | 25 |
|