WJWM
Williams Jones Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
16,500
| – | – | 0.02% | 228 |
|
|
2025
Q1 | $1.2M | Sell |
16,500
-50
| -0.3% | -$3.62K | 0.02% | 224 |
|
|
2024
Q4 | $1.23M | Hold |
16,550
| – | – | 0.01% | 231 |
|
|
2024
Q3 | $1.09M | Sell |
16,550
-429
| -3% | -$28.3K | 0.01% | 251 |
|
|
2024
Q2 | $1.57M | Buy |
16,979
+429
| +3% | +$39.6K | 0.02% | 216 |
|
|
2024
Q1 | $1.58M | Hold |
16,550
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $1.26M | Sell |
16,550
-19,567
| -54% | -$1.49M | 0.02% | 235 |
|
|
2023
Q3 | $2.5M | Sell |
36,117
-5,073
| -12% | -$351K | 0.04% | 170 |
|
|
2023
Q2 | $3.89M | Sell |
41,190
-2,273
| -5% | -$214K | 0.06% | 143 |
|
|
2023
Q1 | $3.6M | Sell |
43,463
-9,309
| -18% | -$770K | 0.06% | 153 |
|
|
2022
Q4 | $3.94M | Sell |
52,772
-909
| -2% | -$67.8K | 0.07% | 149 |
|
|
2022
Q3 | $4.44M | Sell |
53,681
-1,439
| -3% | -$119K | 0.08% | 142 |
|
|
2022
Q2 | $5.24M | Buy |
55,120
+13,537
| +33% | +$1.29M | 0.08% | 143 |
|
|
2022
Q1 | $4.9M | Sell |
41,583
-25
| -0.1% | -$2.94K | 0.07% | 144 |
|
|
2021
Q4 | $5.39M | Buy |
41,608
+1
| +0% | +$130 | 0.07% | 139 |
|
|
2021
Q3 | $4.71M | Sell |
41,607
-194
| -0.5% | -$22K | 0.07% | 142 |
|
|
2021
Q2 | $4.33M | Sell |
41,801
-986
| -2% | -$102K | 0.06% | 146 |
|
|
2021
Q1 | $3.58M | Buy |
42,787
+138
| +0.3% | +$11.5K | 0.06% | 157 |
|
|
2020
Q4 | $3.89M | Sell |
42,649
-345
| -0.8% | -$31.5K | 0.06% | 147 |
|
|
2020
Q3 | $3.43M | Sell |
42,994
-1,752
| -4% | -$140K | 0.06% | 140 |
|
|
2020
Q2 | $3.09M | Buy |
44,746
+30,259
| +209% | +$2.09M | 0.06% | 135 |
|
|
2020
Q1 | $2.73M | Buy |
14,487
+9,687
| +202% | +$1.83M | 0.07% | 122 |
|
|
2019
Q4 | $1.12M | Buy |
4,800
+2,351
| +96% | +$549K | 0.02% | 197 |
|
|
2019
Q3 | $539K | Buy |
+2,449
| New | +$539K | 0.01% | 259 |
|