Bellecapital’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 |
-3,439
| Closed | -$255K | – | 146 |
|
|
2024
Q4 | $255K | Sell |
3,439
-1,091
| -24% | -$80.8K | 0.05% | 121 |
|
|
2024
Q3 | $299K | Sell |
4,530
-2,085
| -32% | -$138K | 0.06% | 120 |
|
|
2024
Q2 | $611K | Hold |
6,615
| – | – | 0.13% | 93 |
|
|
2024
Q1 | $632K | Hold |
6,615
| – | – | 0.14% | 91 |
|
|
2023
Q4 | $504K | Hold |
6,615
| – | – | 0.11% | 95 |
|
|
2023
Q3 | $458K | Hold |
6,615
| – | – | 0.11% | 106 |
|
|
2023
Q2 | $624K | Hold |
6,615
| – | – | 0.15% | 92 |
|
|
2023
Q1 | $547K | Hold |
6,615
| – | – | 0.14% | 104 |
|
|
2022
Q4 | $494K | Hold |
6,615
| – | – | 0.14% | 104 |
|
|
2022
Q3 | $547K | Buy |
6,615
+110
| +2% | +$9.1K | 0.17% | 94 |
|
|
2022
Q2 | $619K | Sell |
6,505
-110
| -2% | -$10.5K | 0.17% | 92 |
|
|
2022
Q1 | $779K | Hold |
6,615
| – | – | 0.25% | 76 |
|
|
2021
Q4 | $857K | Sell |
6,615
-50
| -0.8% | -$6.48K | 0.24% | 78 |
|
|
2021
Q3 | $755K | Hold |
6,665
| – | – | 0.23% | 86 |
|
|
2021
Q2 | $690K | Hold |
6,665
| – | – | 0.21% | 89 |
|
|
2021
Q1 | $557K | Buy |
6,665
+63
| +1% | +$5.27K | 0.17% | 100 |
|
|
2020
Q4 | $602K | Sell |
6,602
-149
| -2% | -$13.6K | 0.2% | 88 |
|
|
2020
Q3 | $539K | Buy |
6,751
+997
| +17% | +$79.6K | 0.25% | 78 |
|
|
2020
Q2 | $398K | Hold |
5,754
| – | – | 0.19% | 87 |
|
|
2020
Q1 | $362K | Buy |
5,754
+519
| +10% | +$32.7K | 0.23% | 86 |
|
|
2019
Q4 | $407K | Buy |
5,235
+240
| +5% | +$18.7K | 0.21% | 92 |
|
|
2019
Q3 | $366K | Buy |
4,995
+1,725
| +53% | +$126K | 0.22% | 91 |
|
|
2019
Q2 | $201K | Buy |
+3,270
| New | +$201K | 0.13% | 116 |
|