Empirical Asset Management’s Edwards Lifesciences EW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $699K | Buy |
8,938
+1,670
| +23% | +$131K | 0.22% | 145 |
|
2025
Q1 | $527K | Buy |
7,268
+3,798
| +109% | +$275K | 0.18% | 173 |
|
2024
Q4 | $257K | Buy |
+3,470
| New | +$257K | 0.09% | 253 |
|
2024
Q3 | – | Sell |
-4,739
| Closed | -$438K | – | 327 |
|
2024
Q2 | $438K | Buy |
4,739
+120
| +3% | +$11.1K | 0.16% | 185 |
|
2024
Q1 | $441K | Buy |
+4,619
| New | +$441K | 0.21% | 126 |
|
2023
Q3 | – | Sell |
-3,585
| Closed | -$338K | – | 173 |
|
2023
Q2 | $338K | Sell |
3,585
-274
| -7% | -$25.8K | 0.3% | 108 |
|
2023
Q1 | $319K | Buy |
+3,859
| New | +$319K | 0.31% | 104 |
|