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Asset Planning,Inc → EW

Asset Planning,Inc EW Position History

Edwards Lifesciences Corporation • Healthcare

Quarters held
4
Latest value
$2.2M
Q3 2026
Peak value
$2.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.2M
Q1 2026$2.1M
Q2 2026$2.4M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M25.5K——
Q2 2026$2.4M26.4K——
Q1 2026$2.1M26.2K——
Q4 2025$2.2M25.9K——

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