Cerity Partners’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 | $16M | Sell |
205,160
-7,763
| -4% | -$607K | 0.03% | 406 |
|
|
2025
Q1 | $15.4M | Buy |
212,923
+86,089
| +68% | +$6.24M | 0.03% | 386 |
|
|
2024
Q4 | $9.21M | Buy |
126,834
+4,012
| +3% | +$291K | 0.02% | 502 |
|
|
2024
Q3 | $8.1M | Sell |
122,822
-75,611
| -38% | -$4.99M | 0.02% | 554 |
|
|
2024
Q2 | $18.3M | Sell |
198,433
-13,517
| -6% | -$1.25M | 0.05% | 293 |
|
|
2024
Q1 | $20.3M | Sell |
211,950
-168,074
| -44% | -$16.1M | 0.05% | 292 |
|
|
2023
Q4 | $29M | Sell |
380,024
-14,121
| -4% | -$1.08M | 0.1% | 198 |
|
|
2023
Q3 | $27.3M | Sell |
394,145
-53,072
| -12% | -$3.68M | 0.13% | 156 |
|
|
2023
Q2 | $42.2M | Buy |
447,217
+259,097
| +138% | +$24.4M | 0.16% | 130 |
|
|
2023
Q1 | $15.6M | Buy |
+188,120
| New | +$15.6M | 0.04% | 283 |
|
|
2022
Q3 | – | Sell |
-35,604
| Closed | -$3.39M | – | 1199 |
|
|
2022
Q2 | $3.39M | Buy |
+35,604
| New | +$3.39M | 0.04% | 305 |
|
|
2021
Q4 | – | Sell |
-36,300
| Closed | -$4.11M | – | 1030 |
|
|
2021
Q3 | $4.11M | Sell |
36,300
-31
| -0.1% | -$3.51K | 0.09% | 181 |
|
|
2021
Q2 | $3.76M | Buy |
36,331
+1,041
| +3% | +$108K | 0.08% | 183 |
|
|
2021
Q1 | $2.95M | Sell |
35,290
-579
| -2% | -$48.4K | 0.07% | 203 |
|
|
2020
Q4 | $3.27M | Sell |
35,869
-2,706
| -7% | -$247K | 0.1% | 156 |
|
|
2020
Q3 | $3.08M | Buy |
38,575
+3,927
| +11% | +$313K | 0.13% | 130 |
|
|
2020
Q2 | $2.4M | Buy |
34,648
+85
| +0.2% | +$5.88K | 0.13% | 122 |
|
|
2020
Q1 | $2.17M | Sell |
34,563
-1,692
| -5% | -$106K | 0.14% | 128 |
|
|
2019
Q4 | $2.82M | Buy |
36,255
+1,020
| +3% | +$79.3K | 0.14% | 123 |
|
|
2019
Q3 | $2.58M | Buy |
35,235
+657
| +2% | +$48.2K | 0.15% | 136 |
|
|
2019
Q2 | $2.13M | Sell |
34,578
-3,309
| -9% | -$204K | 0.13% | 147 |
|
|
2019
Q1 | $2.42M | Sell |
37,887
-108
| -0.3% | -$6.89K | 0.16% | 146 |
|
|
2018
Q4 | $1.94M | Sell |
37,995
-3,741
| -9% | -$191K | 0.13% | 160 |
|
|
2018
Q3 | $2.42M | Buy |
41,736
+2,241
| +6% | +$130K | 0.17% | 141 |
|
|
2018
Q2 | $1.92M | Buy |
39,495
+279
| +0.7% | +$13.5K | 0.14% | 157 |
|
|
2018
Q1 | $1.82M | Sell |
39,216
-183
| -0.5% | -$8.51K | 0.14% | 160 |
|
|
2017
Q4 | $1.48M | Sell |
39,399
-1,680
| -4% | -$63.1K | 0.1% | 188 |
|
|
2017
Q3 | $1.5M | Buy |
+41,079
| New | +$1.5M | 0.11% | 189 |
|
|
2017
Q2 | – | Sell |
-39,168
| Closed | -$1.23M | – | 373 |
|
|
2017
Q1 | $1.23M | Buy |
+39,168
| New | +$1.23M | 0.1% | 166 |
|