Baker Ellis Asset Management’s Edwards Lifesciences EW Stock Holding History

Baker Ellis Asset Management’s Portfolio EW Stock Details EW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$262K	Hold
2025 Q1	$243K	Hold
2024 Q4	$248K	Hold
2024 Q3	$221K	Sell
2024 Q2	$323K	Hold
2024 Q1	$334K	Hold
2023 Q4	$267K	Hold
2023 Q3	$242K	Hold
2023 Q2	$330K	Hold
2023 Q1	$290K	Sell
2022 Q4	$321K	Hold
2022 Q3	$356K	Hold
2022 Q2	$410K	Hold
2022 Q1	$507K	Hold
2021 Q4	$558K	Hold
2021 Q3	$469K	Sell
2021 Q2	$457K	Sell
2021 Q1	$374K	Hold
2020 Q4	$408K	Hold
2020 Q3	$357K	Hold
2020 Q2	$309K	Hold
2020 Q1	$281K	Hold
2019 Q4	$347K	Hold
2019 Q3	$327K	Hold
2019 Q2	$275K	Sell
2019 Q1	$306K	Hold
2018 Q4	$245K	Sell
2018 Q3	$296K	Hold
2018 Q2	$247K	Hold
2018 Q1	$237K	Sell
2017 Q4	$197K	Hold
2017 Q3	$191K	Sell
2017 Q2	$231K	Sell
2017 Q1	$188K	Hold
2016 Q4	$187K	Hold
2016 Q3	$241K	Hold
2016 Q2	$199K	Hold
2016 Q1	$176K	Hold
2015 Q4	$158K	Hold
2015 Q3	$142K	Hold
2015 Q2	$142K	Hold
2015 Q1	$142K	Hold
2014 Q4	$127K	Buy