Bartlett & Co Wealth Management’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 | $470K | Sell |
6,004
-238
| -4% | -$18.6K | 0.01% | 341 |
|
|
2025
Q1 | $452K | Sell |
6,242
-133
| -2% | -$9.64K | 0.01% | 345 |
|
|
2024
Q4 | $472K | Hold |
6,375
| – | – | 0.01% | 333 |
|
|
2024
Q3 | $421K | Hold |
6,375
| – | – | 0.01% | 350 |
|
|
2024
Q2 | $589K | Sell |
6,375
-4
| -0.1% | -$369 | 0.01% | 303 |
|
|
2024
Q1 | $610K | Buy |
6,379
+4
| +0.1% | +$382 | 0.01% | 304 |
|
|
2023
Q4 | $489K | Hold |
6,375
| – | – | 0.01% | 354 |
|
|
2023
Q3 | $442K | Hold |
6,375
| – | – | 0.01% | 351 |
|
|
2023
Q2 | $601K | Hold |
6,375
| – | – | 0.01% | 320 |
|
|
2023
Q1 | $527K | Hold |
6,375
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $476K | Hold |
6,375
| – | – | 0.01% | 301 |
|
|
2022
Q3 | $527K | Hold |
6,375
| – | – | 0.01% | 277 |
|
|
2022
Q2 | $606K | Sell |
6,375
-408
| -6% | -$38.8K | 0.01% | 260 |
|
|
2022
Q1 | $798K | Hold |
6,783
| – | – | 0.01% | 244 |
|
|
2021
Q4 | $879K | Buy |
6,783
+240
| +4% | +$31.1K | 0.01% | 243 |
|
|
2021
Q3 | $741K | Sell |
6,543
-6
| -0.1% | -$679 | 0.01% | 229 |
|
|
2021
Q2 | $678K | Hold |
6,549
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $548K | Hold |
6,549
| – | – | 0.01% | 253 |
|
|
2020
Q4 | $597K | Sell |
6,549
-84
| -1% | -$7.66K | 0.01% | 235 |
|
|
2020
Q3 | $529K | Hold |
6,633
| – | – | 0.01% | 237 |
|
|
2020
Q2 | $458K | Sell |
6,633
-1,140
| -15% | -$78.8K | 0.01% | 244 |
|
|
2020
Q1 | $489K | Sell |
7,773
-945
| -11% | -$59.4K | 0.01% | 230 |
|
|
2019
Q4 | $678K | Hold |
8,718
| – | – | 0.02% | 231 |
|
|
2019
Q3 | $639K | Buy |
8,718
+2,310
| +36% | +$169K | 0.02% | 236 |
|
|
2019
Q2 | $395K | Hold |
6,408
| – | – | 0.01% | 215 |
|
|
2019
Q1 | $409K | Hold |
6,408
| – | – | 0.02% | 212 |
|
|
2018
Q4 | $327K | Hold |
6,408
| – | – | 0.01% | 222 |
|
|
2018
Q3 | $372K | Hold |
6,408
| – | – | 0.01% | 218 |
|
|
2018
Q2 | $311K | Sell |
6,408
-408
| -6% | -$19.8K | 0.01% | 223 |
|
|
2018
Q1 | $317K | Buy |
+6,816
| New | +$317K | 0.01% | 220 |
|