Winthrop Advisory Group’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 | $297K | Hold |
3,801
| – | – | 0.03% | 137 |
|
|
2025
Q1 | $275K | Hold |
3,801
| – | – | 0.03% | 121 |
|
|
2024
Q4 | $281K | Hold |
3,801
| – | – | 0.03% | 125 |
|
|
2024
Q3 | $251K | Hold |
3,801
| – | – | 0.03% | 123 |
|
|
2024
Q2 | $351K | Buy |
3,801
+600
| +19% | +$55.4K | 0.05% | 105 |
|
|
2024
Q1 | $306K | Sell |
3,201
-40
| -1% | -$3.82K | 0.04% | 113 |
|
|
2023
Q4 | $247K | Sell |
3,241
-185
| -5% | -$14.1K | 0.04% | 119 |
|
|
2023
Q3 | $237K | Sell |
3,426
-161
| -4% | -$11.2K | 0.04% | 111 |
|
|
2023
Q2 | $338K | Buy |
3,587
+372
| +12% | +$35.1K | 0.05% | 95 |
|
|
2023
Q1 | $266K | Buy |
3,215
+14
| +0.4% | +$1.16K | 0.05% | 102 |
|
|
2022
Q4 | $239K | Hold |
3,201
| – | – | 0.05% | 109 |
|
|
2022
Q3 | $264K | Hold |
3,201
| – | – | 0.06% | 92 |
|
|
2022
Q2 | $304K | Sell |
3,201
-253
| -7% | -$24K | 0.07% | 87 |
|
|
2022
Q1 | $407K | Sell |
3,454
-20
| -0.6% | -$2.36K | 0.08% | 82 |
|
|
2021
Q4 | $450K | Buy |
3,474
+173
| +5% | +$22.4K | 0.09% | 74 |
|
|
2021
Q3 | $374K | Sell |
3,301
-355
| -10% | -$40.2K | 0.08% | 85 |
|
|
2021
Q2 | $379K | Sell |
3,656
-639
| -15% | -$66.2K | 0.09% | 82 |
|
|
2021
Q1 | $359K | Buy |
4,295
+325
| +8% | +$27.2K | 0.09% | 82 |
|
|
2020
Q4 | $362K | Buy |
3,970
+535
| +16% | +$48.8K | 0.09% | 81 |
|
|
2020
Q3 | $275K | Hold |
3,435
| – | – | 0.08% | 90 |
|
|
2020
Q2 | $237K | Hold |
3,435
| – | – | 0.08% | 81 |
|
|
2020
Q1 | $216K | Hold |
3,435
| – | – | 0.09% | 76 |
|
|
2019
Q4 | $267K | Buy |
+3,435
| New | +$267K | 0.1% | 87 |
|
|
2019
Q2 | – | Sell |
-6,051
| Closed | -$388K | – | 91 |
|
|
2019
Q1 | $388K | Hold |
6,051
| – | – | 0.17% | 56 |
|
|
2018
Q4 | $309K | Buy |
6,051
+366
| +6% | +$18.7K | 0.16% | 54 |
|
|
2018
Q3 | $330K | Buy |
+5,685
| New | +$330K | 0.19% | 58 |
|