Appleton Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,887
| Closed | -$214K | – | 249 |
|
|
2024
Q4 | $214K | Sell |
2,887
-798
| -22% | -$59.2K | 0.02% | 242 |
|
|
2024
Q3 | $243K | Sell |
3,685
-1,630
| -31% | -$107K | 0.02% | 241 |
|
|
2024
Q2 | $491K | Sell |
5,315
-750
| -12% | -$69.3K | 0.04% | 177 |
|
|
2024
Q1 | $580K | Sell |
6,065
-3,445
| -36% | -$329K | 0.05% | 174 |
|
|
2023
Q4 | $725K | Sell |
9,510
-1,977
| -17% | -$151K | 0.06% | 161 |
|
|
2023
Q3 | $796K | Sell |
11,487
-6,341
| -36% | -$439K | 0.07% | 152 |
|
|
2023
Q2 | $1.68M | Sell |
17,828
-5,717
| -24% | -$539K | 0.14% | 118 |
|
|
2023
Q1 | $1.95M | Sell |
23,545
-9,142
| -28% | -$756K | 0.17% | 113 |
|
|
2022
Q4 | $2.44M | Sell |
32,687
-7,669
| -19% | -$572K | 0.23% | 97 |
|
|
2022
Q3 | $3.34M | Sell |
40,356
-1,515
| -4% | -$125K | 0.33% | 77 |
|
|
2022
Q2 | $3.98M | Sell |
41,871
-140
| -0.3% | -$13.3K | 0.38% | 73 |
|
|
2022
Q1 | $4.95M | Sell |
42,011
-2,676
| -6% | -$315K | 0.4% | 69 |
|
|
2021
Q4 | $5.79M | Buy |
44,687
+795
| +2% | +$103K | 0.44% | 67 |
|
|
2021
Q3 | $4.97M | Sell |
43,892
-1,019
| -2% | -$115K | 0.41% | 70 |
|
|
2021
Q2 | $4.65M | Sell |
44,911
-1,715
| -4% | -$178K | 0.4% | 76 |
|
|
2021
Q1 | $3.9M | Buy |
46,626
+1,842
| +4% | +$154K | 0.36% | 78 |
|
|
2020
Q4 | $4.09M | Buy |
44,784
+78
| +0.2% | +$7.12K | 0.4% | 69 |
|
|
2020
Q3 | $3.57M | Sell |
44,706
-12
| -0% | -$958 | 0.39% | 68 |
|
|
2020
Q2 | $3.09M | Sell |
44,718
-912
| -2% | -$63K | 0.37% | 72 |
|
|
2020
Q1 | $2.87M | Sell |
45,630
-327
| -0.7% | -$20.6K | 0.4% | 67 |
|
|
2019
Q4 | $3.57M | Buy |
45,957
+930
| +2% | +$72.3K | 0.39% | 68 |
|
|
2019
Q3 | $3.3M | Sell |
45,027
-651
| -1% | -$47.7K | 0.4% | 69 |
|
|
2019
Q2 | $2.81M | Buy |
45,678
+609
| +1% | +$37.5K | 0.35% | 80 |
|
|
2019
Q1 | $2.87M | Buy |
45,069
+405
| +0.9% | +$25.8K | 0.38% | 74 |
|
|
2018
Q4 | $2.28M | Buy |
44,664
+1,080
| +2% | +$55.1K | 0.34% | 82 |
|
|
2018
Q3 | $2.53M | Sell |
43,584
-1,602
| -4% | -$93K | 0.34% | 84 |
|
|
2018
Q2 | $2.19M | Buy |
45,186
+1,701
| +4% | +$82.6K | 0.31% | 86 |
|
|
2018
Q1 | $2.02M | Buy |
43,485
+6,570
| +18% | +$305K | 0.31% | 91 |
|
|
2017
Q4 | $1.39M | Buy |
36,915
+5,970
| +19% | +$224K | 0.22% | 113 |
|
|
2017
Q3 | $1.13M | Buy |
30,945
+390
| +1% | +$14.2K | 0.19% | 124 |
|
|
2017
Q2 | $1.2M | Buy |
30,555
+330
| +1% | +$13K | 0.2% | 120 |
|
|
2017
Q1 | $948K | Sell |
30,225
-4,575
| -13% | -$143K | 0.17% | 121 |
|
|
2016
Q4 | $1.09M | Buy |
34,800
+4,665
| +15% | +$146K | 0.22% | 108 |
|
|
2016
Q3 | $1.21M | Buy |
30,135
+9,795
| +48% | +$394K | 0.23% | 107 |
|
|
2016
Q2 | $676K | Buy |
20,340
+8,130
| +67% | +$270K | 0.14% | 122 |
|
|
2016
Q1 | $359K | Buy |
+12,210
| New | +$359K | 0.07% | 162 |
|
|
2013
Q4 | – | Sell |
-23,940
| Closed | -$278K | – | 170 |
|
|
2013
Q3 | $278K | Hold |
23,940
| – | – | 0.07% | 132 |
|
|
2013
Q2 | $268K | Buy |
+23,940
| New | +$268K | 0.08% | 125 |
|