CD
Chapin Davis’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
6,555
-310
| -5% | -$24.2K | 0.14% | 134 |
|
|
2025
Q1 | $498K | Buy |
6,865
+42
| +0.6% | +$3.04K | 0.17% | 124 |
|
|
2024
Q4 | $450K | Hold |
6,823
| – | – | 0.15% | 134 |
|
|
2024
Q3 | $450K | Sell |
6,823
-1,725
| -20% | -$114K | 0.15% | 135 |
|
|
2024
Q2 | $790K | Hold |
8,548
| – | – | 0.27% | 82 |
|
|
2024
Q1 | $817K | Buy |
8,548
+140
| +2% | +$13.4K | 0.3% | 85 |
|
|
2023
Q4 | $641K | Buy |
8,408
+100
| +1% | +$7.63K | 0.27% | 96 |
|
|
2023
Q3 | $576K | Buy |
8,308
+285
| +4% | +$19.7K | 0.27% | 91 |
|
|
2023
Q2 | $757K | Sell |
8,023
-122
| -1% | -$11.5K | 0.36% | 77 |
|
|
2023
Q1 | $674K | Buy |
8,145
+295
| +4% | +$24.4K | 0.35% | 81 |
|
|
2022
Q4 | $586K | Buy |
+7,850
| New | +$586K | 0.34% | 85 |
|