EWM
Empirical Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
24,516
-217
| -0.9% | -$17K | 0.04% | 234 |
|
|
2025
Q1 | $1.79M | Sell |
24,733
-649
| -3% | -$47K | 0.05% | 224 |
|
|
2024
Q4 | $1.88M | Sell |
25,382
-6,734
| -21% | -$499K | 0.05% | 206 |
|
|
2024
Q3 | $2.12M | Buy |
32,116
+3,120
| +11% | +$206K | 0.06% | 179 |
|
|
2024
Q2 | $2.68M | Buy |
28,996
+3,204
| +12% | +$296K | 0.08% | 155 |
|
|
2024
Q1 | $2.46M | Buy |
25,792
+3,221
| +14% | +$308K | 0.07% | 156 |
|
|
2023
Q4 | $1.72M | Sell |
22,571
-457
| -2% | -$34.8K | 0.06% | 185 |
|
|
2023
Q3 | $1.6M | Sell |
23,028
-3,272
| -12% | -$227K | 0.06% | 174 |
|
|
2023
Q2 | $2.48M | Buy |
26,300
+983
| +4% | +$92.7K | 0.1% | 132 |
|
|
2023
Q1 | $2.09M | Buy |
25,317
+2,221
| +10% | +$184K | 0.09% | 136 |
|
|
2022
Q4 | $1.72M | Sell |
23,096
-490
| -2% | -$36.6K | 0.08% | 148 |
|
|
2022
Q3 | $1.95M | Buy |
23,586
+450
| +2% | +$37.2K | 0.1% | 128 |
|
|
2022
Q2 | $2.2M | Buy |
23,136
+3,587
| +18% | +$341K | 0.12% | 120 |
|
|
2022
Q1 | $2.3M | Sell |
19,549
-728
| -4% | -$85.7K | 0.11% | 119 |
|
|
2021
Q4 | $2.63M | Buy |
20,277
+2,613
| +15% | +$339K | 0.13% | 106 |
|
|
2021
Q3 | $2M | Sell |
17,664
-384
| -2% | -$43.5K | 0.11% | 119 |
|
|
2021
Q2 | $1.87M | Buy |
18,048
+770
| +4% | +$79.7K | 0.11% | 119 |
|
|
2021
Q1 | $1.45M | Buy |
17,278
+339
| +2% | +$28.4K | 0.12% | 122 |
|
|
2020
Q4 | $1.55M | Buy |
16,939
+2,174
| +15% | +$198K | 0.12% | 118 |
|
|
2020
Q3 | $1.18M | Buy |
14,765
+1,089
| +8% | +$87K | 0.1% | 127 |
|
|
2020
Q2 | $945K | Buy |
13,676
+9,532
| +230% | +$659K | 0.09% | 132 |
|
|
2020
Q1 | $782K | Buy |
4,144
+63
| +2% | +$11.9K | 0.09% | 134 |
|
|
2019
Q4 | $952K | Sell |
4,081
-100
| -2% | -$23.3K | 0.1% | 124 |
|
|
2019
Q3 | $919K | Sell |
4,181
-155
| -4% | -$34.1K | 0.11% | 118 |
|
|
2019
Q2 | $801K | Sell |
4,336
-524
| -11% | -$96.8K | 0.1% | 114 |
|
|
2019
Q1 | $930K | Hold |
4,860
| – | – | 0.14% | 94 |
|
|
2018
Q4 | $744K | Sell |
4,860
-7,060
| -59% | -$1.08M | 0.13% | 96 |
|
|
2018
Q3 | $2.08M | Buy |
11,920
+8,127
| +214% | +$1.41M | 0.37% | 35 |
|
|
2018
Q2 | $552K | Buy |
+3,793
| New | +$552K | 0.1% | 101 |
|