Burney Company’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 | $2.86M | Buy |
+36,530
| New | +$2.86M | 0.1% | 179 |
|
|
2024
Q1 | – | Sell |
-3,378
| Closed | -$258K | – | 604 |
|
|
2023
Q4 | $258K | Sell |
3,378
-875
| -21% | -$66.7K | 0.01% | 523 |
|
|
2023
Q3 | $295K | Hold |
4,253
| – | – | 0.01% | 482 |
|
|
2023
Q2 | $401K | Buy |
4,253
+235
| +6% | +$22.2K | 0.02% | 446 |
|
|
2023
Q1 | $332K | Buy |
+4,018
| New | +$332K | 0.02% | 470 |
|
|
2020
Q4 | – | Sell |
-3,285
| Closed | -$262K | – | 528 |
|
|
2020
Q3 | $262K | Buy |
3,285
+93
| +3% | +$7.42K | 0.02% | 433 |
|
|
2020
Q2 | $221K | Hold |
3,192
| – | – | 0.01% | 443 |
|
|
2020
Q1 | $201K | Hold |
3,192
| – | – | 0.02% | 406 |
|
|
2019
Q4 | $248K | Sell |
3,192
-150
| -4% | -$11.7K | 0.01% | 423 |
|
|
2019
Q3 | $245K | Sell |
3,342
-36
| -1% | -$2.64K | 0.01% | 406 |
|
|
2019
Q2 | $208K | Hold |
3,378
| – | – | 0.01% | 429 |
|
|
2019
Q1 | $215K | Sell |
3,378
-675
| -17% | -$43K | 0.01% | 429 |
|
|
2018
Q4 | $207K | Hold |
4,053
| – | – | 0.01% | 414 |
|
|
2018
Q3 | $235K | Sell |
4,053
-9,525
| -70% | -$552K | 0.01% | 409 |
|
|
2018
Q2 | $659K | Sell |
13,578
-390
| -3% | -$18.9K | 0.04% | 293 |
|
|
2018
Q1 | $650K | Sell |
13,968
-975
| -7% | -$45.4K | 0.04% | 270 |
|
|
2017
Q4 | $561K | Sell |
14,943
-1,284
| -8% | -$48.2K | 0.03% | 285 |
|
|
2017
Q3 | $589K | Buy |
16,227
+10,422
| +180% | +$378K | 0.04% | 266 |
|
|
2017
Q2 | $227K | Buy |
+5,805
| New | +$227K | 0.01% | 366 |
|
|
2016
Q4 | – | Sell |
-6,522
| Closed | -$262K | – | 387 |
|
|
2016
Q3 | $262K | Buy |
6,522
+150
| +2% | +$6.03K | 0.02% | 332 |
|
|
2016
Q2 | $212K | Buy |
+6,372
| New | +$212K | 0.02% | 352 |
|