White Lighthouse 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 | $637K | Hold |
8,142
| – | – | 0.1% | 83 |
|
|
2025
Q1 | $590K | Hold |
8,142
| – | – | 0.11% | 81 |
|
|
2024
Q4 | $603K | Hold |
8,142
| – | – | 0.11% | 81 |
|
|
2024
Q3 | $537K | Hold |
8,142
| – | – | 0.1% | 82 |
|
|
2024
Q2 | $752K | Hold |
8,142
| – | – | 0.15% | 71 |
|
|
2024
Q1 | $778K | Hold |
8,142
| – | – | 0.16% | 73 |
|
|
2023
Q4 | $621K | Hold |
8,142
| – | – | 0.14% | 75 |
|
|
2023
Q3 | $564K | Hold |
8,142
| – | – | 0.14% | 77 |
|
|
2023
Q2 | $768K | Hold |
8,142
| – | – | 0.18% | 69 |
|
|
2023
Q1 | $674K | Buy |
8,142
+2,552
| +46% | +$211K | 0.17% | 74 |
|
|
2022
Q4 | $417K | Hold |
5,590
| – | – | 0.11% | 85 |
|
|
2022
Q3 | $462K | Sell |
5,590
-504
| -8% | -$41.7K | 0.13% | 78 |
|
|
2022
Q2 | $580K | Sell |
6,094
-367
| -6% | -$34.9K | 0.17% | 71 |
|
|
2022
Q1 | $761K | Hold |
6,461
| – | – | 0.19% | 67 |
|
|
2021
Q4 | $837K | Hold |
6,461
| – | – | 0.21% | 64 |
|
|
2021
Q3 | $732K | Hold |
6,461
| – | – | 0.2% | 67 |
|
|
2021
Q2 | $669K | Buy |
6,461
+515
| +9% | +$53.3K | 0.18% | 70 |
|
|
2021
Q1 | $497K | Buy |
5,946
+1,023
| +21% | +$85.5K | 0.15% | 76 |
|
|
2020
Q4 | $449K | Hold |
4,923
| – | – | 0.14% | 77 |
|
|
2020
Q3 | $393K | Hold |
4,923
| – | – | 0.14% | 82 |
|
|
2020
Q2 | $340K | Hold |
4,923
| – | – | 0.12% | 91 |
|
|
2020
Q1 | $310K | Hold |
4,923
| – | – | 0.13% | 91 |
|
|
2019
Q4 | $383K | Hold |
4,923
| – | – | 0.14% | 92 |
|
|
2019
Q3 | $361K | Hold |
4,923
| – | – | 0.15% | 94 |
|
|
2019
Q2 | $303K | Hold |
4,923
| – | – | 0.13% | 102 |
|
|
2019
Q1 | $314K | Sell |
4,923
-2,610
| -35% | -$166K | 0.14% | 93 |
|
|
2018
Q4 | $385K | Buy |
+7,533
| New | +$385K | 0.21% | 80 |
|