Caldwell Trust’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Hold |
200
|
|
||||
|
2025
Q1 | $14.5K | Buy |
+200
|
|
||||
|
2024
Q3 | – | Sell |
-1,800
|
|
||||
|
2024
Q2 | $166K | Hold |
1,800
|
|
||||
|
2024
Q1 | $172K | Hold |
1,800
|
|
||||
|
2023
Q4 | $137K | Hold |
1,800
|
|
||||
|
2023
Q3 | $125K | Hold |
1,800
|
|
||||
|
2023
Q2 | $170K | Hold |
1,800
|
|
||||
|
2023
Q1 | $149K | Hold |
1,800
|
|
||||
|
2022
Q4 | $134K | Hold |
1,800
|
|
||||
|
2022
Q3 | $149K | Hold |
1,800
|
|
||||
|
2022
Q2 | $171K | Hold |
1,800
|
|
||||
|
2022
Q1 | $212K | Hold |
1,800
|
|
||||
|
2021
Q4 | $233K | Hold |
1,800
|
|
||||
|
2021
Q3 | $204K | Hold |
1,800
|
|
||||
|
2021
Q2 | $186K | Hold |
1,800
|
|
||||
|
2021
Q1 | $151K | Sell |
1,800
-975
|
|
||||
|
2020
Q4 | $253K | Sell |
2,775
-450
|
|
||||
|
2020
Q3 | $257K | Hold |
3,225
|
|
||||
|
2020
Q2 | $223K | Hold |
3,225
|
|
||||
|
2020
Q1 | $203K | Buy |
3,225
+825
|
|
||||
|
2019
Q4 | $187K | Buy |
+2,400
|
|