Chicago Partners 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 | $575K | Buy |
7,479
+854
| +13% | +$65.7K | 0.02% | 542 |
|
|
2025
Q1 | $497K | Sell |
6,625
-967
| -13% | -$72.6K | 0.02% | 517 |
|
|
2024
Q4 | $563K | Buy |
7,592
+537
| +8% | +$39.8K | 0.02% | 470 |
|
|
2024
Q3 | $498K | Buy |
7,055
+542
| +8% | +$38.3K | 0.02% | 491 |
|
|
2024
Q2 | $414K | Buy |
6,513
+375
| +6% | +$23.9K | 0.02% | 517 |
|
|
2024
Q1 | $539K | Buy |
6,138
+1,723
| +39% | +$151K | 0.02% | 425 |
|
|
2023
Q4 | $320K | Sell |
4,415
-307
| -7% | -$22.3K | 0.01% | 528 |
|
|
2023
Q3 | $326K | Sell |
4,722
-66
| -1% | -$4.56K | 0.02% | 494 |
|
|
2023
Q2 | $385K | Buy |
4,788
+187
| +4% | +$15K | 0.02% | 475 |
|
|
2023
Q1 | $409K | Sell |
4,601
-235
| -5% | -$20.9K | 0.02% | 432 |
|
|
2022
Q4 | $387K | Sell |
4,836
-865
| -15% | -$69.2K | 0.02% | 431 |
|
|
2022
Q3 | $392K | Buy |
5,701
+773
| +16% | +$53.2K | 0.03% | 391 |
|
|
2022
Q2 | $495K | Buy |
4,928
+24
| +0.5% | +$2.41K | 0.04% | 332 |
|
|
2022
Q1 | $458K | Buy |
4,904
+182
| +4% | +$17K | 0.04% | 331 |
|
|
2021
Q4 | $509K | Buy |
4,722
+51
| +1% | +$5.5K | 0.04% | 330 |
|
|
2021
Q3 | $534K | Buy |
4,671
+30
| +0.6% | +$3.43K | 0.04% | 324 |
|
|
2021
Q2 | $505K | Buy |
4,641
+27
| +0.6% | +$2.94K | 0.04% | 325 |
|
|
2021
Q1 | $443K | Buy |
4,614
+1,252
| +37% | +$120K | 0.04% | 322 |
|
|
2020
Q4 | $288K | Buy |
3,362
+139
| +4% | +$11.9K | 0.03% | 373 |
|
|
2020
Q3 | $239K | Sell |
3,223
-121
| -4% | -$8.97K | 0.03% | 357 |
|
|
2020
Q2 | $263K | Sell |
3,344
-37
| -1% | -$2.91K | 0.03% | 313 |
|
|
2020
Q1 | $257K | Buy |
3,381
+777
| +30% | +$59.1K | 0.04% | 279 |
|
|
2019
Q4 | $207K | Buy |
+2,604
| New | +$207K | 0.03% | 344 |
|
|
2018
Q4 | – | Sell |
-2,007
| Closed | -$93K | – | 509 |
|
|
2018
Q3 | $93K | Buy |
2,007
+3
| +0.1% | +$139 | 0.01% | 427 |
|
|
2018
Q2 | $97K | Hold |
2,004
| – | – | 0.02% | 392 |
|
|
2018
Q1 | $93K | Hold |
2,004
| – | – | 0.02% | 361 |
|
|
2017
Q4 | $75K | Hold |
2,004
| – | – | 0.01% | 397 |
|
|
2017
Q3 | $73K | Buy |
+2,004
| New | +$73K | 0.01% | 383 |
|
|
2017
Q2 | – | Sell |
-1,629
| Closed | -$51K | – | 682 |
|
|
2017
Q1 | $51K | Hold |
1,629
| – | – | 0.01% | 311 |
|
|
2016
Q4 | $51K | Buy |
+1,629
| New | +$51K | 0.02% | 299 |
|