Evercore Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $200K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $361K | Sell |
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|
2021
Q4 | $419K | Hold |
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|
2021
Q3 | $366K | Hold |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $311K | Sell |
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|
2020
Q3 | $382K | Buy |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $340K | Buy |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $404K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $103K | Buy |
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|
2017
Q3 | $81K | Sell |
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|
2017
Q2 | $107K | Sell |
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|
2017
Q1 | $103K | Sell |
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|
2016
Q4 | $156K | Buy |
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|
2016
Q3 | $31K | Hold |
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|
2016
Q2 | $26K | Hold |
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|
2016
Q1 | $23K | Hold |
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|
2015
Q4 | $20K | Buy |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $14K | Hold |
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|
2014
Q4 | $13K | Hold |
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|
2014
Q3 | $10K | Hold |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $7K | Hold |
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|
2013
Q4 | $7K | Sell |
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|
2013
Q3 | $9K | Buy |
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|
2013
Q2 | $7K | Buy |
|