WAM
Wilson Asset Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
146,506
+7,713
| +6% | +$603K | 2.82% | 17 |
|
|
2025
Q1 | $10.1M | Hold |
138,793
| – | – | 2.69% | 17 |
|
|
2024
Q4 | $10.3M | Sell |
138,793
-207,798
| -60% | -$15.4M | 2.66% | 20 |
|
|
2024
Q3 | $22.9M | Buy |
346,591
+95,592
| +38% | +$6.31M | 5.55% | 7 |
|
|
2024
Q2 | $23.2M | Sell |
250,999
-2,099
| -0.8% | -$194K | 6.07% | 4 |
|
|
2024
Q1 | $24.2M | Sell |
253,098
-52,128
| -17% | -$4.98M | 6.25% | 3 |
|
|
2023
Q4 | $23.3M | Hold |
305,226
| – | – | 6.49% | 4 |
|
|
2023
Q3 | $21.4M | Buy |
305,226
+101,900
| +50% | +$7.13M | 6.13% | 6 |
|
|
2023
Q2 | $19.2M | Hold |
203,326
| – | – | 5.23% | 8 |
|
|
2023
Q1 | $16.8M | Buy |
203,326
+104,037
| +105% | +$8.61M | 4.66% | 11 |
|
|
2022
Q4 | $7.41M | Buy |
+99,289
| New | +$7.41M | 2.25% | 17 |
|