Coldstream Capital Management’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 | $741K | Sell |
9,471
-1,068
| -10% | -$83.5K | 0.01% | 502 |
|
|
2025
Q1 | $764K | Sell |
10,539
-297
| -3% | -$21.5K | 0.02% | 441 |
|
|
2024
Q4 | $802K | Buy |
10,836
+1,454
| +15% | +$108K | 0.02% | 427 |
|
|
2024
Q3 | $620K | Buy |
9,382
+1,219
| +15% | +$80.6K | 0.01% | 535 |
|
|
2024
Q2 | $754K | Buy |
8,163
+302
| +4% | +$27.9K | 0.02% | 399 |
|
|
2024
Q1 | $751K | Buy |
7,861
+137
| +2% | +$13.1K | 0.02% | 408 |
|
|
2023
Q4 | $589K | Buy |
7,724
+1,427
| +23% | +$109K | 0.02% | 441 |
|
|
2023
Q3 | $436K | Sell |
6,297
-2,766
| -31% | -$192K | 0.01% | 481 |
|
|
2023
Q2 | $855K | Buy |
9,063
+259
| +3% | +$24.4K | 0.03% | 295 |
|
|
2023
Q1 | $728K | Buy |
8,804
+1,716
| +24% | +$142K | 0.02% | 328 |
|
|
2022
Q4 | $529K | Buy |
+7,088
| New | +$529K | 0.02% | 413 |
|
|
2022
Q2 | $655K | Buy |
6,887
+1,101
| +19% | +$105K | 0.03% | 313 |
|
|
2022
Q1 | $681K | Sell |
5,786
-792
| -12% | -$93.2K | 0.02% | 299 |
|
|
2021
Q4 | $852K | Buy |
6,578
+484
| +8% | +$62.7K | 0.03% | 273 |
|
|
2021
Q3 | $486K | Buy |
6,094
+2,808
| +85% | +$224K | 0.02% | 251 |
|
|
2021
Q2 | $340K | Buy |
3,286
+341
| +12% | +$35.3K | 0.01% | 355 |
|
|
2021
Q1 | $246K | Sell |
2,945
-162
| -5% | -$13.5K | 0.01% | 366 |
|
|
2020
Q4 | $283K | Sell |
3,107
-2,382
| -43% | -$217K | 0.02% | 304 |
|
|
2020
Q3 | $438K | Buy |
5,489
+123
| +2% | +$9.82K | 0.04% | 202 |
|
|
2020
Q2 | $371K | Buy |
5,366
+98
| +2% | +$6.78K | 0.03% | 205 |
|
|
2020
Q1 | $331K | Buy |
5,268
+21
| +0.4% | +$1.32K | 0.04% | 200 |
|
|
2019
Q4 | $408K | Buy |
5,247
+126
| +2% | +$9.8K | 0.03% | 222 |
|
|
2019
Q3 | $375K | Buy |
+5,121
| New | +$375K | 0.03% | 220 |
|