CIA
Choate Investment Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Sell |
120,501
-3,535
| -3% | -$276K | 0.2% | 62 |
|
|
2025
Q1 | $8.99M | Sell |
124,036
-5,321
| -4% | -$386K | 0.22% | 62 |
|
|
2024
Q4 | $9.57M | Sell |
129,357
-20,624
| -14% | -$1.53M | 0.23% | 56 |
|
|
2024
Q3 | $9.9M | Sell |
149,981
-2,738
| -2% | -$181K | 0.25% | 55 |
|
|
2024
Q2 | $14.1M | Sell |
152,719
-979
| -0.6% | -$90.4K | 0.37% | 39 |
|
|
2024
Q1 | $14.7M | Buy |
153,698
+2,117
| +1% | +$202K | 0.4% | 32 |
|
|
2023
Q4 | $11.6M | Buy |
151,581
+144,264
| +1,972% | +$11M | 0.36% | 33 |
|
|
2023
Q3 | $507K | Buy |
7,317
+978
| +15% | +$67.8K | 0.02% | 239 |
|
|
2023
Q2 | $598K | Buy |
6,339
+527
| +9% | +$49.7K | 0.03% | 189 |
|
|
2023
Q1 | $481K | Sell |
5,812
-36
| -0.6% | -$2.98K | 0.02% | 185 |
|
|
2022
Q4 | $436K | Sell |
5,848
-2,475
| -30% | -$185K | 0.03% | 193 |
|
|
2022
Q3 | $688K | Hold |
8,323
| – | – | 0.05% | 132 |
|
|
2022
Q2 | $791K | Buy |
8,323
+3,854
| +86% | +$366K | 0.05% | 131 |
|
|
2022
Q1 | $526K | Sell |
4,469
-97
| -2% | -$11.4K | 0.03% | 190 |
|
|
2021
Q4 | $592K | Buy |
4,566
+133
| +3% | +$17.2K | 0.03% | 169 |
|
|
2021
Q3 | $502K | Sell |
4,433
-30
| -0.7% | -$3.4K | 0.03% | 180 |
|
|
2021
Q2 | $462K | Sell |
4,463
-930
| -17% | -$96.3K | 0.03% | 183 |
|
|
2021
Q1 | $451K | Hold |
5,393
| – | – | 0.03% | 183 |
|
|
2020
Q4 | $492K | Buy |
5,393
+224
| +4% | +$20.4K | 0.03% | 163 |
|
|
2020
Q3 | $413K | Hold |
5,169
| – | – | 0.03% | 175 |
|
|
2020
Q2 | $357K | Buy |
5,169
+3,446
| +200% | +$238K | 0.03% | 185 |
|
|
2020
Q1 | $325K | Hold |
1,723
| – | – | 0.03% | 188 |
|
|
2019
Q4 | $402K | Hold |
1,723
| – | – | 0.02% | 174 |
|
|
2019
Q3 | $379K | Hold |
1,723
| – | – | 0.02% | 175 |
|
|
2019
Q2 | $318K | Hold |
1,723
| – | – | 0.02% | 187 |
|
|
2019
Q1 | $330K | Hold |
1,723
| – | – | 0.02% | 195 |
|
|
2018
Q4 | $264K | Sell |
1,723
-120
| -7% | -$18.4K | 0.02% | 194 |
|
|
2018
Q3 | $321K | Hold |
1,843
| – | – | 0.02% | 166 |
|
|
2018
Q2 | $268K | Sell |
1,843
-245
| -12% | -$35.6K | 0.02% | 196 |
|
|
2018
Q1 | $291K | Hold |
2,088
| – | – | 0.02% | 203 |
|
|
2017
Q4 | $235K | Hold |
2,088
| – | – | 0.01% | 218 |
|
|
2017
Q3 | $228K | Buy |
2,088
+6
| +0.3% | +$656 | 0.01% | 228 |
|
|
2017
Q2 | $246K | Sell |
2,082
-120
| -5% | -$14.2K | 0.01% | 220 |
|
|
2017
Q1 | $207K | Hold |
2,202
| – | – | 0.01% | 242 |
|
|
2016
Q4 | $206K | Hold |
2,202
| – | – | 0.01% | 237 |
|
|
2016
Q3 | $265K | Hold |
2,202
| – | – | 0.02% | 205 |
|
|
2016
Q2 | $220K | Buy |
+2,202
| New | +$220K | 0.02% | 220 |
|