EWM
Evercore Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+2,724
| New | +$213K | ﹤0.01% | 379 |
|
|
2025
Q1 | – | Sell |
-2,705
| Closed | -$200K | – | 418 |
|
|
2024
Q4 | $200K | Buy |
+2,705
| New | +$200K | ﹤0.01% | 403 |
|
|
2024
Q3 | – | Sell |
-2,987
| Closed | -$276K | – | 422 |
|
|
2024
Q2 | $276K | Sell |
2,987
-414
| -12% | -$38.2K | ﹤0.01% | 348 |
|
|
2024
Q1 | $325K | Sell |
3,401
-84
| -2% | -$8.03K | 0.01% | 330 |
|
|
2023
Q4 | $266K | Buy |
3,485
+223
| +7% | +$17K | ﹤0.01% | 364 |
|
|
2023
Q3 | $226K | Buy |
3,262
+74
| +2% | +$5.13K | ﹤0.01% | 367 |
|
|
2023
Q2 | $301K | Hold |
3,188
| – | – | 0.01% | 329 |
|
|
2023
Q1 | $264K | Sell |
3,188
-77
| -2% | -$6.37K | 0.01% | 347 |
|
|
2022
Q4 | $244K | Sell |
3,265
-824
| -20% | -$61.5K | 0.01% | 354 |
|
|
2022
Q3 | $338K | Buy |
4,089
+1,070
| +35% | +$88.4K | 0.01% | 299 |
|
|
2022
Q2 | $287K | Sell |
3,019
-45
| -1% | -$4.28K | 0.01% | 321 |
|
|
2022
Q1 | $361K | Sell |
3,064
-172
| -5% | -$20.3K | 0.01% | 318 |
|
|
2021
Q4 | $419K | Hold |
3,236
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $366K | Hold |
3,236
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $335K | Buy |
3,236
+27
| +0.8% | +$2.8K | 0.01% | 346 |
|
|
2021
Q1 | $268K | Sell |
3,209
-200
| -6% | -$16.7K | 0.01% | 382 |
|
|
2020
Q4 | $311K | Sell |
3,409
-1,371
| -29% | -$125K | 0.01% | 352 |
|
|
2020
Q3 | $382K | Buy |
4,780
+37
| +0.8% | +$2.96K | 0.01% | 293 |
|
|
2020
Q2 | $328K | Buy |
4,743
+2,939
| +163% | +$203K | 0.01% | 301 |
|
|
2020
Q1 | $340K | Buy |
1,804
+93
| +5% | +$17.5K | 0.01% | 280 |
|
|
2019
Q4 | $399K | Sell |
1,711
-125
| -7% | -$29.2K | 0.01% | 310 |
|
|
2019
Q3 | $404K | Buy |
+1,836
| New | +$404K | 0.01% | 292 |
|
|
2018
Q1 | – | Sell |
-915
| Closed | -$103K | – | 487 |
|
|
2017
Q4 | $103K | Buy |
915
+177
| +24% | +$19.9K | ﹤0.01% | 455 |
|
|
2017
Q3 | $81K | Sell |
738
-162
| -18% | -$17.8K | ﹤0.01% | 500 |
|
|
2017
Q2 | $107K | Sell |
900
-190
| -17% | -$22.6K | ﹤0.01% | 453 |
|
|
2017
Q1 | $103K | Sell |
1,090
-576
| -35% | -$54.4K | ﹤0.01% | 477 |
|
|
2016
Q4 | $156K | Buy |
1,666
+1,410
| +551% | +$132K | 0.01% | 416 |
|
|
2016
Q3 | $31K | Hold |
256
| – | – | ﹤0.01% | 701 |
|
|
2016
Q2 | $26K | Hold |
256
| – | – | ﹤0.01% | 710 |
|
|
2016
Q1 | $23K | Hold |
256
| – | – | ﹤0.01% | 696 |
|
|
2015
Q4 | $20K | Buy |
256
+156
| +156% | +$12.2K | ﹤0.01% | 767 |
|
|
2015
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 796 |
|
|
2015
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 847 |
|
|
2015
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 833 |
|
|
2014
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 721 |
|
|
2014
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 817 |
|
|
2014
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 848 |
|
|
2014
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 838 |
|
|
2013
Q4 | $7K | Sell |
100
-31
| -24% | -$2.17K | ﹤0.01% | 777 |
|
|
2013
Q3 | $9K | Buy |
131
+31
| +31% | +$2.13K | ﹤0.01% | 763 |
|
|
2013
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 744 |
|