CAG
Crestwood Advisors Group’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
176,541
-1,973
| -1% | -$154K | 0.25% | 83 |
|
|
2025
Q1 | $12.9M | Sell |
178,514
-7,216
| -4% | -$523K | 0.25% | 83 |
|
|
2024
Q4 | $13.7M | Sell |
185,730
-301
| -0.2% | -$22.3K | 0.26% | 77 |
|
|
2024
Q3 | $12.3M | Sell |
186,031
-31,880
| -15% | -$2.1M | 0.23% | 81 |
|
|
2024
Q2 | $20.1M | Sell |
217,911
-1,580
| -0.7% | -$146K | 0.42% | 69 |
|
|
2024
Q1 | $21M | Sell |
219,491
-1,756
| -0.8% | -$168K | 0.46% | 64 |
|
|
2023
Q4 | $16.9M | Sell |
221,247
-2,029
| -0.9% | -$155K | 0.39% | 69 |
|
|
2023
Q3 | $15.5M | Buy |
+223,276
| New | +$15.5M | 0.41% | 67 |
|
|
2022
Q2 | – | Sell |
-1,829
| Closed | -$215K | – | 272 |
|
|
2022
Q1 | $215K | Sell |
1,829
-325
| -15% | -$38.2K | 0.01% | 266 |
|
|
2021
Q4 | $279K | Buy |
+2,154
| New | +$279K | 0.01% | 256 |
|
|
2020
Q1 | – | Sell |
-23,375
| Closed | -$5.45M | – | 237 |
|
|
2019
Q4 | $5.45M | Sell |
23,375
-2,145
| -8% | -$500K | 0.22% | 93 |
|
|
2019
Q3 | $5.61M | Sell |
25,520
-1,510
| -6% | -$332K | 0.25% | 88 |
|
|
2019
Q2 | $4.99M | Buy |
+27,030
| New | +$4.99M | 0.23% | 89 |
|