Beese Fulmer Investment 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 | $11M | Buy |
140,668
+3,650
| +3% | +$285K | 0.82% | 41 |
|
|
2025
Q1 | $9.93M | Buy |
137,018
+1,281
| +0.9% | +$92.8K | 0.85% | 45 |
|
|
2024
Q4 | $10M | Sell |
135,737
-4,288
| -3% | -$317K | 0.86% | 46 |
|
|
2024
Q3 | $9.24M | Sell |
140,025
-7,899
| -5% | -$521K | 0.79% | 49 |
|
|
2024
Q2 | $13.7M | Buy |
147,924
+7,393
| +5% | +$683K | 1.24% | 24 |
|
|
2024
Q1 | $13.4M | Buy |
140,531
+5,236
| +4% | +$500K | 1.26% | 28 |
|
|
2023
Q4 | $10.3M | Buy |
135,295
+8,073
| +6% | +$616K | 1.07% | 37 |
|
|
2023
Q3 | $8.81M | Buy |
127,222
+5,184
| +4% | +$359K | 0.99% | 37 |
|
|
2023
Q2 | $11.5M | Buy |
122,038
+1,279
| +1% | +$121K | 1.25% | 28 |
|
|
2023
Q1 | $9.99M | Buy |
120,759
+3,635
| +3% | +$301K | 1.14% | 31 |
|
|
2022
Q4 | $8.74M | Buy |
117,124
+1,713
| +1% | +$128K | 1.05% | 38 |
|
|
2022
Q3 | $9.54M | Buy |
115,411
+541
| +0.5% | +$44.7K | 1.28% | 25 |
|
|
2022
Q2 | $10.9M | Sell |
114,870
-4,075
| -3% | -$387K | 1.4% | 22 |
|
|
2022
Q1 | $14M | Buy |
118,945
+1,609
| +1% | +$189K | 1.52% | 18 |
|
|
2021
Q4 | $15.2M | Buy |
117,336
+391
| +0.3% | +$50.7K | 1.58% | 16 |
|
|
2021
Q3 | $13.2M | Sell |
116,945
-335
| -0.3% | -$37.9K | 1.49% | 18 |
|
|
2021
Q2 | $12.1M | Sell |
117,280
-482
| -0.4% | -$49.9K | 1.37% | 20 |
|
|
2021
Q1 | $9.85M | Buy |
117,762
+993
| +0.9% | +$83.1K | 1.18% | 25 |
|
|
2020
Q4 | $10.7M | Buy |
116,769
+95
| +0.1% | +$8.67K | 1.36% | 19 |
|
|
2020
Q3 | $9.31M | Sell |
116,674
-472
| -0.4% | -$37.7K | 1.32% | 22 |
|
|
2020
Q2 | $8.1M | Buy |
117,146
+1,013
| +0.9% | +$70K | 1.19% | 22 |
|
|
2020
Q1 | $7.3M | Sell |
116,133
-2,178
| -2% | -$137K | 1.29% | 19 |
|
|
2019
Q4 | $9.2M | Buy |
118,311
+2,772
| +2% | +$216K | 1.29% | 21 |
|
|
2019
Q3 | $8.47M | Sell |
115,539
-1,158
| -1% | -$84.9K | 1.27% | 24 |
|
|
2019
Q2 | $7.19M | Sell |
116,697
-741
| -0.6% | -$45.6K | 1.36% | 23 |
|
|
2019
Q1 | $7.49M | Buy |
117,438
+288
| +0.2% | +$18.4K | 1.48% | 21 |
|
|
2018
Q4 | $5.98M | Buy |
117,150
+5,805
| +5% | +$296K | 1.35% | 26 |
|
|
2018
Q3 | $6.46M | Buy |
111,345
+471
| +0.4% | +$27.3K | 1.27% | 29 |
|
|
2018
Q2 | $5.38M | Buy |
110,874
+8,472
| +8% | +$411K | 1.13% | 37 |
|
|
2018
Q1 | $4.76M | Buy |
102,402
+7,863
| +8% | +$366K | 1.04% | 40 |
|
|
2017
Q4 | $3.55M | Buy |
94,539
+4,119
| +5% | +$155K | 0.76% | 54 |
|
|
2017
Q3 | $3.3M | Buy |
90,420
+1,803
| +2% | +$65.7K | 0.75% | 54 |
|
|
2017
Q2 | $3.49M | Buy |
88,617
+3,381
| +4% | +$133K | 0.83% | 49 |
|
|
2017
Q1 | $2.67M | Buy |
85,236
+7,665
| +10% | +$240K | 0.65% | 59 |
|
|
2016
Q4 | $2.42M | Buy |
77,571
+15,822
| +26% | +$494K | 0.63% | 60 |
|
|
2016
Q3 | $2.48M | Buy |
61,749
+7,185
| +13% | +$289K | 0.67% | 56 |
|
|
2016
Q2 | $1.81M | Buy |
54,564
+6,738
| +14% | +$224K | 0.51% | 63 |
|
|
2016
Q1 | $1.67M | Buy |
+47,826
| New | +$1.67M | 0.49% | 65 |
|