BFSG LLC’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 | $486K | Hold |
6,210
| – | – | 0.05% | 186 |
|
|
2025
Q1 | $450K | Sell |
6,210
-45
| -0.7% | -$3.26K | 0.05% | 182 |
|
|
2024
Q4 | $463K | Hold |
6,255
| – | – | 0.05% | 181 |
|
|
2024
Q3 | $413K | Sell |
6,255
-840
| -12% | -$55.4K | 0.05% | 187 |
|
|
2024
Q2 | $655K | Hold |
7,095
| – | – | 0.08% | 165 |
|
|
2024
Q1 | $678K | Hold |
7,095
| – | – | 0.09% | 162 |
|
|
2023
Q4 | $541K | Sell |
7,095
-300
| -4% | -$22.9K | 0.08% | 167 |
|
|
2023
Q3 | $512K | Hold |
7,395
| – | – | 0.08% | 165 |
|
|
2023
Q2 | $698K | Hold |
7,395
| – | – | 0.12% | 167 |
|
|
2023
Q1 | $612K | Sell |
7,395
-1,020
| -12% | -$84.4K | 0.11% | 159 |
|
|
2022
Q4 | $628K | Sell |
8,415
-562
| -6% | -$41.9K | 0.13% | 147 |
|
|
2022
Q3 | $742K | Hold |
8,977
| – | – | 0.16% | 124 |
|
|
2022
Q2 | $854K | Buy |
+8,977
| New | +$854K | 0.15% | 131 |
|
|
2022
Q1 | – | Sell |
-9,027
| Closed | -$1.17M | – | 210 |
|
|
2021
Q4 | $1.17M | Sell |
9,027
-500
| -5% | -$64.8K | 0.16% | 129 |
|
|
2021
Q3 | $1.08M | Buy |
+9,527
| New | +$1.08M | 0.16% | 128 |
|
|
2021
Q2 | – | Sell |
-9,672
| Closed | -$809K | – | 156 |
|
|
2021
Q1 | $809K | Hold |
9,672
| – | – | 0.13% | 146 |
|
|
2020
Q4 | $882K | Hold |
9,672
| – | – | 0.15% | 126 |
|
|
2020
Q3 | $772K | Hold |
9,672
| – | – | 0.14% | 119 |
|
|
2020
Q2 | $668K | Hold |
9,672
| – | – | 0.14% | 111 |
|
|
2020
Q1 | $608K | Hold |
9,672
| – | – | 0.16% | 106 |
|
|
2019
Q4 | $752K | Buy |
+9,672
| New | +$752K | 0.14% | 125 |
|
|
2018
Q3 | – | Sell |
-8,901
| Closed | -$432K | – | 127 |
|
|
2018
Q2 | $432K | Buy |
8,901
+1,602
| +22% | +$77.8K | 0.19% | 100 |
|
|
2018
Q1 | $339K | Buy |
+7,299
| New | +$339K | 0.15% | 111 |
|