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