Colonial Trust Advisors’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 | $5.51M | Buy |
70,392
+291
| +0.4% | +$22.8K | 0.45% | 60 |
|
2025
Q1 | $5.08M | Sell |
70,101
-207
| -0.3% | -$15K | 0.45% | 63 |
|
2024
Q4 | $5.2M | Sell |
70,308
-585
| -0.8% | -$43.3K | 0.46% | 60 |
|
2024
Q3 | $4.68M | Buy |
70,893
+6,555
| +10% | +$433K | 0.4% | 68 |
|
2024
Q2 | $5.94M | Buy |
64,338
+2,416
| +4% | +$223K | 0.57% | 52 |
|
2024
Q1 | $5.92M | Buy |
61,922
+3,045
| +5% | +$291K | 0.59% | 54 |
|
2023
Q4 | $4.49M | Buy |
58,877
+58,287
| +9,879% | +$4.44M | 0.48% | 61 |
|
2023
Q3 | $40.9K | Sell |
590
-3
| -0.5% | -$208 | ﹤0.01% | 348 |
|
2023
Q2 | $55.9K | Hold |
593
| – | – | 0.01% | 324 |
|
2023
Q1 | $49.1K | Buy |
593
+3
| +0.5% | +$248 | 0.01% | 333 |
|
2022
Q4 | $44K | Buy |
+590
| New | +$44K | 0.01% | 345 |
|