BIM
Baldwin Investment Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
+5,145
| New | +$402K | 0.05% | 166 |
|
|
2024
Q3 | – | Sell |
-2,347
| Closed | -$217K | – | 216 |
|
|
2024
Q2 | $217K | Sell |
2,347
-600
| -20% | -$55.4K | 0.03% | 197 |
|
|
2024
Q1 | $282K | Sell |
2,947
-108
| -4% | -$10.3K | 0.04% | 188 |
|
|
2023
Q4 | $233K | Sell |
3,055
-50
| -2% | -$3.81K | 0.04% | 189 |
|
|
2023
Q3 | $215K | Sell |
3,105
-100
| -3% | -$6.93K | 0.04% | 184 |
|
|
2023
Q2 | $302K | Sell |
3,205
-600
| -16% | -$56.6K | 0.05% | 168 |
|
|
2023
Q1 | $315K | Sell |
3,805
-285
| -7% | -$23.6K | 0.06% | 170 |
|
|
2022
Q4 | $305K | Buy |
4,090
+350
| +9% | +$26.1K | 0.06% | 171 |
|
|
2022
Q3 | $309 | Hold |
3,740
| – | – | 0.06% | 163 |
|
|
2022
Q2 | $356 | Hold |
3,740
| – | – | 0.07% | 171 |
|
|
2022
Q1 | $440 | Hold |
3,740
| – | – | 0.07% | 171 |
|
|
2021
Q4 | $485 | Hold |
3,740
| – | – | 0.08% | 162 |
|
|
2021
Q3 | $423K | Sell |
3,740
-200
| -5% | -$22.6K | 0.07% | 171 |
|
|
2021
Q2 | $408K | Sell |
3,940
-100
| -2% | -$10.4K | 0.07% | 179 |
|
|
2021
Q1 | $338K | Hold |
4,040
| – | – | 0.06% | 195 |
|
|
2020
Q4 | $369K | Hold |
4,040
| – | – | 0.07% | 167 |
|
|
2020
Q3 | $322K | Buy |
+4,040
| New | +$322K | 0.08% | 158 |
|