Cary Street Partners Investment Advisory’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 | $123K | Buy |
1,571
+537
| +52% | +$42K | 0.06% | 305 |
|
|
2025
Q1 | $74.9K | Buy |
1,034
+431
| +71% | +$31.2K | 0.04% | 328 |
|
|
2024
Q4 | $44.6K | Sell |
603
-5,482
| -90% | -$406K | 0.03% | 328 |
|
|
2024
Q3 | $402K | Buy |
6,085
+42
| +0.7% | +$2.77K | 0.01% | 544 |
|
|
2024
Q2 | $558K | Buy |
6,043
+203
| +3% | +$18.8K | 0.02% | 447 |
|
|
2024
Q1 | $558K | Buy |
5,840
+431
| +8% | +$41.2K | 0.02% | 438 |
|
|
2023
Q4 | $412K | Buy |
5,409
+627
| +13% | +$47.8K | 0.02% | 455 |
|
|
2023
Q3 | $331K | Buy |
4,782
+1,099
| +30% | +$76.1K | 0.02% | 460 |
|
|
2023
Q2 | $347K | Hold |
3,683
| – | – | 0.02% | 410 |
|
|
2023
Q1 | $305K | Sell |
3,683
-100
| -3% | -$8.27K | 0.02% | 405 |
|
|
2022
Q4 | $282K | Sell |
3,783
-50
| -1% | -$3.73K | 0.02% | 408 |
|
|
2022
Q3 | $317K | Buy |
3,833
+1,355
| +55% | +$112K | 0.03% | 380 |
|
|
2022
Q2 | $236K | Buy |
+2,478
| New | +$236K | 0.02% | 395 |
|
|
2020
Q4 | – | Sell |
-240
| Closed | -$19K | – | 512 |
|
|
2020
Q3 | $19K | Buy |
+240
| New | +$19K | ﹤0.01% | 665 |
|