BOK Financial Private Wealth’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 | $945K | Sell |
12,085
-73
| -0.6% | -$5.71K | 0.06% | 90 |
|
|
2025
Q1 | $881K | Buy |
12,158
+60
| +0.5% | +$4.35K | 0.07% | 97 |
|
|
2024
Q4 | $896K | Sell |
12,098
-222
| -2% | -$16.4K | 0.07% | 102 |
|
|
2024
Q3 | $813K | Sell |
12,320
-20,574
| -63% | -$1.36M | 0.06% | 112 |
|
|
2024
Q2 | $3.04M | Sell |
32,894
-410
| -1% | -$37.9K | 0.22% | 47 |
|
|
2024
Q1 | $3.18M | Sell |
33,304
-216
| -0.6% | -$20.6K | 0.24% | 47 |
|
|
2023
Q4 | $2.56M | Sell |
33,520
-15
| -0% | -$1.14K | 0.21% | 56 |
|
|
2023
Q3 | $2.32M | Sell |
33,535
-3,532
| -10% | -$245K | 0.2% | 62 |
|
|
2023
Q2 | $3.5M | Sell |
37,067
-7,088
| -16% | -$669K | 0.29% | 49 |
|
|
2023
Q1 | $3.65M | Sell |
44,155
-128
| -0.3% | -$10.6K | 0.29% | 48 |
|
|
2022
Q4 | $3.3M | Buy |
44,283
+77
| +0.2% | +$5.75K | 0.27% | 52 |
|
|
2022
Q3 | $3.65M | Sell |
44,206
-457
| -1% | -$37.8K | 0.33% | 45 |
|
|
2022
Q2 | $4.25M | Sell |
44,663
-3,653
| -8% | -$347K | 0.38% | 40 |
|
|
2022
Q1 | $5.69M | Buy |
48,316
+395
| +0.8% | +$46.5K | 0.4% | 40 |
|
|
2021
Q4 | $6.21M | Sell |
47,921
-214
| -0.4% | -$27.7K | 0.43% | 38 |
|
|
2021
Q3 | $5.45M | Buy |
48,135
+317
| +0.7% | +$35.9K | 0.43% | 40 |
|
|
2021
Q2 | $4.95M | Buy |
47,818
+1,218
| +3% | +$126K | 0.4% | 43 |
|
|
2021
Q1 | $3.9M | Sell |
46,600
-25,816
| -36% | -$2.16M | 0.35% | 45 |
|
|
2020
Q4 | $6.61M | Sell |
72,416
-2,379
| -3% | -$217K | 0.63% | 32 |
|
|
2020
Q3 | $5.97M | Sell |
74,795
-4,115
| -5% | -$328K | 0.62% | 33 |
|
|
2020
Q2 | $5.45M | Sell |
78,910
-26,480
| -25% | -$1.83M | 0.57% | 34 |
|
|
2020
Q1 | $6.63M | Sell |
105,390
-43,311
| -29% | -$2.72M | 0.8% | 29 |
|
|
2019
Q4 | $11.6M | Buy |
+148,701
| New | +$11.6M | 0.98% | 25 |
|