Bourgeon Capital 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 | $235K | Sell |
3,007
-11
| -0.4% | -$860 | 0.05% | 102 |
|
|
2025
Q1 | $219K | Sell |
3,018
-131
| -4% | -$9.5K | 0.05% | 102 |
|
|
2024
Q4 | $233K | Buy |
+3,149
| New | +$233K | 0.04% | 113 |
|
|
2024
Q3 | – | Sell |
-3,008
| Closed | -$278K | – | 109 |
|
|
2024
Q2 | $278K | Buy |
3,008
+4
| +0.1% | +$369 | 0.05% | 97 |
|
|
2024
Q1 | $287K | Buy |
+3,004
| New | +$287K | 0.06% | 98 |
|