Buffington Mohr McNeal’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 | $254K | Hold |
3,500
| – | – | 0.05% | 100 |
|
|
2024
Q4 | $259K | Hold |
3,500
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $231K | Sell |
3,500
-3,234
| -48% | -$213K | 0.04% | 125 |
|
|
2024
Q2 | $622K | Buy |
6,734
+34
| +0.5% | +$3.14K | 0.11% | 85 |
|
|
2024
Q1 | $640K | Buy |
6,700
+400
| +6% | +$38.2K | 0.12% | 84 |
|
|
2023
Q4 | $480K | Sell |
6,300
-55
| -0.9% | -$4.19K | 0.1% | 93 |
|
|
2023
Q3 | $440K | Buy |
6,355
+250
| +4% | +$17.3K | 0.1% | 95 |
|
|
2023
Q2 | $576K | Hold |
6,105
| – | – | 0.12% | 89 |
|
|
2023
Q1 | $505K | Hold |
6,105
| – | – | 0.12% | 94 |
|
|
2022
Q4 | $455K | Hold |
6,105
| – | – | 0.11% | 97 |
|
|
2022
Q3 | $504K | Buy |
6,105
+30
| +0.5% | +$2.48K | 0.12% | 94 |
|
|
2022
Q2 | $578K | Buy |
6,075
+200
| +3% | +$19K | 0.13% | 91 |
|
|
2022
Q1 | $692K | Buy |
5,875
+950
| +19% | +$112K | 0.13% | 87 |
|
|
2021
Q4 | $638K | Hold |
4,925
| – | – | 0.11% | 92 |
|
|
2021
Q3 | $558K | Hold |
4,925
| – | – | 0.11% | 89 |
|
|
2021
Q2 | $510K | Buy |
4,925
+1,400
| +40% | +$145K | 0.1% | 94 |
|
|
2021
Q1 | $295K | Buy |
+3,525
| New | +$295K | 0.06% | 110 |
|