Cascade Investment Group’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 | $232K | Hold |
2,965
| – | – | 0.16% | 122 |
|
|
2025
Q1 | $215K | Hold |
2,965
| – | – | 0.17% | 120 |
|
|
2024
Q4 | $219K | Sell |
2,965
-180
| -6% | -$13.3K | 0.16% | 130 |
|
|
2024
Q3 | $208K | Sell |
3,145
-2,105
| -40% | -$139K | 0.15% | 126 |
|
|
2024
Q2 | $485K | Sell |
5,250
-285
| -5% | -$26.3K | 0.38% | 61 |
|
|
2024
Q1 | $529K | Sell |
5,535
-500
| -8% | -$47.8K | 0.4% | 61 |
|
|
2023
Q4 | $460K | Buy |
6,035
+300
| +5% | +$22.9K | 0.37% | 68 |
|
|
2023
Q3 | $397K | Hold |
5,735
| – | – | 0.37% | 63 |
|
|
2023
Q2 | $541K | Sell |
5,735
-20
| -0.3% | -$1.89K | 0.49% | 50 |
|
|
2023
Q1 | $476K | Hold |
5,755
| – | – | 0.47% | 60 |
|
|
2022
Q4 | $429K | Buy |
+5,755
| New | +$429K | 0.45% | 68 |
|