Checchi Capital Advisers’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 | $325K | Sell |
4,157
-222
| -5% | -$17.4K | 0.02% | 428 |
|
|
2025
Q1 | $317K | Buy |
4,379
+12
| +0.3% | +$870 | 0.02% | 443 |
|
|
2024
Q4 | $323K | Buy |
4,367
+136
| +3% | +$10.1K | 0.02% | 419 |
|
|
2024
Q3 | $279K | Sell |
4,231
-2,488
| -37% | -$164K | 0.02% | 456 |
|
|
2024
Q2 | $621K | Buy |
6,719
+212
| +3% | +$19.6K | 0.03% | 271 |
|
|
2024
Q1 | $622K | Sell |
6,507
-26
| -0.4% | -$2.49K | 0.05% | 279 |
|
|
2023
Q4 | $498K | Buy |
6,533
+701
| +12% | +$53.5K | 0.04% | 309 |
|
|
2023
Q3 | $404K | Sell |
5,832
-1,084
| -16% | -$75.1K | 0.04% | 335 |
|
|
2023
Q2 | $652K | Buy |
6,916
+223
| +3% | +$21K | 0.06% | 238 |
|
|
2023
Q1 | $554K | Buy |
6,693
+649
| +11% | +$53.7K | 0.05% | 264 |
|
|
2022
Q4 | $451K | Sell |
6,044
-1,205
| -17% | -$89.9K | 0.05% | 297 |
|
|
2022
Q3 | $599K | Sell |
7,249
-274
| -4% | -$22.6K | 0.06% | 226 |
|
|
2022
Q2 | $756K | Sell |
7,523
-708
| -9% | -$71.1K | 0.07% | 202 |
|
|
2022
Q1 | $969K | Buy |
8,231
+3,101
| +60% | +$365K | 0.08% | 159 |
|
|
2021
Q4 | $665K | Buy |
5,130
+58
| +1% | +$7.52K | 0.06% | 198 |
|
|
2021
Q3 | $574K | Sell |
5,072
-46
| -0.9% | -$5.21K | 0.06% | 213 |
|
|
2021
Q2 | $530K | Buy |
5,118
+77
| +2% | +$7.97K | 0.05% | 235 |
|
|
2021
Q1 | $422K | Buy |
5,041
+219
| +5% | +$18.3K | 0.04% | 266 |
|
|
2020
Q4 | $440K | Buy |
4,822
+322
| +7% | +$29.4K | 0.05% | 252 |
|
|
2020
Q3 | $359K | Sell |
4,500
-539
| -11% | -$43K | 0.04% | 255 |
|
|
2020
Q2 | $348K | Sell |
5,039
-367
| -7% | -$25.3K | 0.04% | 256 |
|
|
2020
Q1 | $340K | Sell |
5,406
-543
| -9% | -$34.2K | 0.03% | 221 |
|
|
2019
Q4 | $463K | Buy |
5,949
+234
| +4% | +$18.2K | 0.06% | 209 |
|
|
2019
Q3 | $419K | Sell |
5,715
-897
| -14% | -$65.8K | 0.05% | 219 |
|
|
2019
Q2 | $407K | Sell |
6,612
-42
| -0.6% | -$2.59K | 0.05% | 229 |
|
|
2019
Q1 | $424K | Buy |
6,654
+579
| +10% | +$36.9K | 0.05% | 205 |
|
|
2018
Q4 | $310K | Sell |
6,075
-930
| -13% | -$47.5K | 0.04% | 247 |
|
|
2018
Q3 | $407K | Buy |
7,005
+84
| +1% | +$4.88K | 0.05% | 246 |
|
|
2018
Q2 | $336K | Sell |
6,921
-216
| -3% | -$10.5K | 0.04% | 267 |
|
|
2018
Q1 | $332K | Buy |
7,137
+105
| +1% | +$4.88K | 0.04% | 265 |
|
|
2017
Q4 | $264K | Buy |
+7,032
| New | +$264K | 0.04% | 316 |
|
|
2017
Q3 | – | Sell |
-5,589
| Closed | -$220K | – | 382 |
|
|
2017
Q2 | $220K | Buy |
+5,589
| New | +$220K | 0.02% | 330 |
|
|
2016
Q4 | – | Sell |
-6,087
| Closed | -$245K | – | 383 |
|
|
2016
Q3 | $245K | Sell |
6,087
-30
| -0.5% | -$1.21K | 0.03% | 308 |
|
|
2016
Q2 | $203K | Buy |
6,117
+228
| +4% | +$7.57K | 0.02% | 330 |
|
|
2016
Q1 | $173K | Buy |
+5,889
| New | +$173K | 0.04% | 381 |
|