Chesley Taft & Associates’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 | $2.1M | Sell |
26,841
-285
| -1% | -$22.3K | 0.09% | 144 |
|
|
2025
Q1 | $1.97M | Sell |
27,126
-1,708
| -6% | -$124K | 0.1% | 144 |
|
|
2024
Q4 | $2.13M | Sell |
28,834
-420
| -1% | -$31.1K | 0.1% | 137 |
|
|
2024
Q3 | $1.93M | Sell |
29,254
-2,402
| -8% | -$159K | 0.09% | 147 |
|
|
2024
Q2 | $2.92M | Buy |
31,656
+1,105
| +4% | +$102K | 0.15% | 109 |
|
|
2024
Q1 | $2.92M | Buy |
30,551
+184
| +0.6% | +$17.6K | 0.15% | 113 |
|
|
2023
Q4 | $2.32M | Sell |
30,367
-80
| -0.3% | -$6.1K | 0.13% | 127 |
|
|
2023
Q3 | $2.11M | Sell |
30,447
-1,140
| -4% | -$79K | 0.14% | 124 |
|
|
2023
Q2 | $2.98M | Sell |
31,587
-630
| -2% | -$59.4K | 0.18% | 107 |
|
|
2023
Q1 | $2.67M | Buy |
32,217
+210
| +0.7% | +$17.4K | 0.17% | 120 |
|
|
2022
Q4 | $2.39M | Sell |
32,007
-55
| -0.2% | -$4.1K | 0.16% | 123 |
|
|
2022
Q3 | $2.65M | Sell |
32,062
-120
| -0.4% | -$9.92K | 0.2% | 109 |
|
|
2022
Q2 | $3.06M | Sell |
32,182
-6,305
| -16% | -$600K | 0.21% | 107 |
|
|
2022
Q1 | $4.65M | Sell |
38,487
-2,972
| -7% | -$359K | 0.27% | 82 |
|
|
2021
Q4 | $5.37M | Sell |
41,459
-1,475
| -3% | -$191K | 0.28% | 84 |
|
|
2021
Q3 | $4.86M | Sell |
42,934
-2,025
| -5% | -$229K | 0.28% | 83 |
|
|
2021
Q2 | $4.66M | Sell |
44,959
-610
| -1% | -$63.2K | 0.27% | 85 |
|
|
2021
Q1 | $3.91M | Sell |
45,569
-890
| -2% | -$76.3K | 0.23% | 90 |
|
|
2020
Q4 | $4.24M | Buy |
46,459
+625
| +1% | +$57K | 0.27% | 81 |
|
|
2020
Q3 | $3.66M | Sell |
45,834
-1,920
| -4% | -$153K | 0.26% | 85 |
|
|
2020
Q2 | $3.3M | Sell |
47,754
-570
| -1% | -$39.4K | 0.25% | 87 |
|
|
2020
Q1 | $3.04M | Sell |
48,324
-327
| -0.7% | -$20.6K | 0.28% | 80 |
|
|
2019
Q4 | $3.78M | Sell |
48,651
-855
| -2% | -$66.5K | 0.27% | 79 |
|
|
2019
Q3 | $3.63M | Sell |
49,506
-855
| -2% | -$62.7K | 0.28% | 79 |
|
|
2019
Q2 | $3.1M | Sell |
50,361
-240
| -0.5% | -$14.8K | 0.24% | 85 |
|
|
2019
Q1 | $3.23M | Sell |
50,601
-16,950
| -25% | -$1.08M | 0.27% | 78 |
|
|
2018
Q4 | $3.45M | Sell |
67,551
-435
| -0.6% | -$22.2K | 0.33% | 76 |
|
|
2018
Q3 | $3.95M | Buy |
67,986
+2,700
| +4% | +$157K | 0.31% | 77 |
|
|
2018
Q2 | $3.17M | Sell |
65,286
-999
| -2% | -$48.5K | 0.27% | 86 |
|
|
2018
Q1 | $3.08M | Buy |
66,285
+141
| +0.2% | +$6.56K | 0.27% | 87 |
|
|
2017
Q4 | $2.49M | Sell |
66,144
-32,448
| -33% | -$1.22M | 0.21% | 103 |
|
|
2017
Q3 | $3.59M | Buy |
98,592
+717
| +0.7% | +$26.1K | 0.31% | 83 |
|
|
2017
Q2 | $3.86M | Buy |
97,875
+20,115
| +26% | +$793K | 0.35% | 81 |
|
|
2017
Q1 | $2.44M | Buy |
77,760
+4,290
| +6% | +$135K | 0.23% | 97 |
|
|
2016
Q4 | $2.3M | Buy |
73,470
+44,400
| +153% | +$1.39M | 0.23% | 94 |
|
|
2016
Q3 | $1.17M | Buy |
+29,070
| New | +$1.17M | 0.12% | 140 |
|
|
2014
Q1 | – | Sell |
-117,840
| Closed | -$1.29M | – | 258 |
|
|
2013
Q4 | $1.29M | Sell |
117,840
-16,812
| -12% | -$184K | 0.13% | 139 |
|
|
2013
Q3 | $1.56M | Buy |
134,652
+150
| +0.1% | +$1.74K | 0.17% | 126 |
|
|
2013
Q2 | $1.51M | Buy |
+134,502
| New | +$1.51M | 0.17% | 121 |
|