Choate Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.77M | Sell |
97,061
-10,866
| -10% | -$896K | 0.15% | 71 |
|
|
2025
Q4 | $9.2M | Sell |
107,927
-4,402
| -4% | -$361K | 0.18% | 60 |
|
|
2025
Q3 | $8.74M | Sell |
112,329
-8,172
| -7% | -$639K | 0.18% | 62 |
|
|
2025
Q2 | $9.42M | Sell |
120,501
-3,535
| -3% | -$264K | 0.2% | 62 |
|
|
2025
Q1 | $8.99M | Sell |
124,036
-5,321
| -4% | -$381K | 0.22% | 62 |
|
|
2024
Q4 | $9.57M | Sell |
129,357
-20,624
| -14% | -$1.44M | 0.23% | 56 |
|
|
2024
Q3 | $9.9M | Sell |
149,981
-2,738
| -2% | -$199K | 0.25% | 55 |
|
|
2024
Q2 | $14.1M | Sell |
152,719
-979
| -0.6% | -$86.7K | 0.37% | 39 |
|
|
2024
Q1 | $14.7M | Buy |
153,698
+2,117
| +1% | +$178K | 0.4% | 32 |
|
|
2023
Q4 | $11.6M | Buy |
151,581
+144,264
| +1,972% | +$10M | 0.36% | 33 |
|
|
2023
Q3 | $507K | Buy |
7,317
+978
| +15% | +$78.6K | 0.02% | 239 |
|
|
2023
Q2 | $598K | Buy |
6,339
+527
| +9% | +$45.8K | 0.03% | 189 |
|
|
2023
Q1 | $481K | Sell |
5,812
-36
| -0.6% | -$2.83K | 0.02% | 185 |
|
|
2022
Q4 | $436K | Sell |
5,848
-2,475
| -30% | -$191K | 0.03% | 193 |
|
|
2022
Q3 | $688K | Hold |
8,323
| – | – | 0.05% | 132 |
|
|
2022
Q2 | $791K | Buy |
8,323
+3,854
| +86% | +$399K | 0.05% | 131 |
|
|
2022
Q1 | $526K | Sell |
4,469
-97
| -2% | -$10.9K | 0.03% | 190 |
|
|
2021
Q4 | $592K | Buy |
4,566
+133
| +3% | +$15.5K | 0.03% | 169 |
|
|
2021
Q3 | $502K | Sell |
4,433
-30
| -0.7% | -$3.42K | 0.03% | 180 |
|
|
2021
Q2 | $462K | Sell |
4,463
-930
| -17% | -$87.7K | 0.03% | 183 |
|
|
2021
Q1 | $451K | Hold |
5,393
| – | – | 0.03% | 183 |
|
|
2020
Q4 | $492K | Buy |
5,393
+224
| +4% | +$18.6K | 0.03% | 163 |
|
|
2020
Q3 | $413K | Hold |
5,169
| – | – | 0.03% | 175 |
|
|
2020
Q2 | $357K | Hold |
5,169
| – | – | 0.03% | 185 |
|
|
2020
Q1 | $325K | Hold |
5,169
| – | – | 0.03% | 188 |
|
|
2019
Q4 | $402K | Hold |
5,169
| – | – | 0.02% | 174 |
|
|
2019
Q3 | $379K | Hold |
5,169
| – | – | 0.02% | 175 |
|
|
2019
Q2 | $318K | Hold |
5,169
| – | – | 0.02% | 187 |
|
|
2019
Q1 | $330K | Hold |
5,169
| – | – | 0.02% | 195 |
|
|
2018
Q4 | $264K | Sell |
5,169
-360
| -7% | -$18.2K | 0.02% | 194 |
|
|
2018
Q3 | $321K | Hold |
5,529
| – | – | 0.02% | 166 |
|
|
2018
Q2 | $268K | Sell |
5,529
-735
| -12% | -$34.3K | 0.02% | 198 |
|
|
2018
Q1 | $291K | Hold |
6,264
| – | – | 0.02% | 203 |
|
|
2017
Q4 | $235K | Hold |
6,264
| – | – | 0.01% | 218 |
|
|
2017
Q3 | $228K | Buy |
6,264
+18
| +0.3% | +$687 | 0.01% | 228 |
|
|
2017
Q2 | $246K | Sell |
6,246
-360
| -5% | -$13.1K | 0.01% | 220 |
|
|
2017
Q1 | $207K | Hold |
6,606
| – | – | 0.01% | 242 |
|
|
2016
Q4 | $206K | Hold |
6,606
| – | – | 0.01% | 237 |
|
|
2016
Q3 | $265K | Hold |
6,606
| – | – | 0.02% | 205 |
|
|
2016
Q2 | $220K | Buy |
+6,606
| New | +$226K | 0.02% | 220 |
|
Other funds holding EW
VCM
VPM
