Willner & Heller’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 | $206K | Buy |
+2,640
| New | +$206K | 0.17% | 150 |
|
|
2025
Q1 | – | Sell |
-4,210
| Closed | -$312K | – | 152 |
|
|
2024
Q4 | $312K | Sell |
4,210
-1,840
| -30% | -$136K | 0.27% | 115 |
|
|
2024
Q3 | $399K | Buy |
6,050
+1,215
| +25% | +$80.2K | 0.36% | 99 |
|
|
2024
Q2 | $447K | Sell |
4,835
-175
| -3% | -$16.2K | 0.43% | 79 |
|
|
2024
Q1 | $479K | Sell |
5,010
-625
| -11% | -$59.7K | 0.48% | 73 |
|
|
2023
Q4 | $430K | Buy |
+5,635
| New | +$430K | 0.48% | 78 |
|
|
2022
Q4 | $245K | Buy |
+3,285
| New | +$245K | 0.35% | 111 |
|