Chicago Trust’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 | $912K | Buy |
11,663
+6,158
| +112% | +$482K | 0.13% | 148 |
|
2025
Q1 | $399K | Sell |
5,505
-157
| -3% | -$11.4K | 0.07% | 238 |
|
2024
Q4 | $419K | Sell |
5,662
-570
| -9% | -$42.2K | 0.07% | 223 |
|
2024
Q3 | $411K | Buy |
6,232
+1,383
| +29% | +$91.3K | 0.07% | 239 |
|
2024
Q2 | $448K | Sell |
4,849
-457
| -9% | -$42.2K | 0.09% | 189 |
|
2024
Q1 | $507K | Buy |
5,306
+381
| +8% | +$36.4K | 0.1% | 179 |
|
2023
Q4 | $376K | Sell |
4,925
-19
| -0.4% | -$1.45K | 0.08% | 200 |
|
2023
Q3 | $343K | Sell |
4,944
-464
| -9% | -$32.1K | 0.09% | 207 |
|
2023
Q2 | $510K | Buy |
5,408
+105
| +2% | +$9.91K | 0.12% | 166 |
|
2023
Q1 | $439K | Buy |
5,303
+117
| +2% | +$9.68K | 0.11% | 179 |
|
2022
Q4 | $387K | Buy |
5,186
+173
| +3% | +$12.9K | 0.1% | 197 |
|
2022
Q3 | $414K | Buy |
5,013
+8
| +0.2% | +$661 | 0.11% | 185 |
|
2022
Q2 | $476K | Sell |
5,005
-363
| -7% | -$34.5K | 0.12% | 171 |
|
2022
Q1 | $632K | Sell |
5,368
-245
| -4% | -$28.8K | 0.14% | 158 |
|
2021
Q4 | $727K | Sell |
5,613
-96
| -2% | -$12.4K | 0.14% | 160 |
|
2021
Q3 | $646K | Buy |
5,709
+1,846
| +48% | +$209K | 0.14% | 168 |
|
2021
Q2 | $400K | Buy |
+3,863
| New | +$400K | 0.09% | 207 |
|