Everett Harris & Co’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.27M | Sell |
78,272
-6,386
| -8% | -$526K | 0.08% | 72 |
|
|
2025
Q4 | $7.22M | Sell |
84,658
-2,967
| -3% | -$243K | 0.09% | 64 |
|
|
2025
Q3 | $6.81M | Sell |
87,625
-80
| -0.1% | -$6.25K | 0.08% | 66 |
|
|
2025
Q2 | $6.86M | Sell |
87,705
-670
| -0.8% | -$50K | 0.09% | 65 |
|
|
2025
Q1 | $6.41M | Sell |
88,375
-2,218
| -2% | -$159K | 0.08% | 67 |
|
|
2024
Q4 | $6.71M | Sell |
90,593
-301
| -0.3% | -$21.1K | 0.08% | 64 |
|
|
2024
Q3 | $6M | Sell |
90,894
-7,039
| -7% | -$511K | 0.07% | 70 |
|
|
2024
Q2 | $9.05M | Sell |
97,933
-72,223
| -42% | -$6.4M | 0.12% | 53 |
|
|
2024
Q1 | $16.3M | Sell |
170,156
-85
| -0% | -$7.14K | 0.22% | 44 |
|
|
2023
Q4 | $13M | Sell |
170,241
-678
| -0.4% | -$47.2K | 0.19% | 46 |
|
|
2023
Q3 | $11.8M | Buy |
170,919
+4,161
| +2% | +$334K | 0.18% | 45 |
|
|
2023
Q2 | $15.7M | Sell |
166,758
-6,090
| -4% | -$529K | 0.24% | 43 |
|
|
2023
Q1 | $14.3M | Sell |
172,848
-14,675
| -8% | -$1.15M | 0.23% | 44 |
|
|
2022
Q4 | $14M | Buy |
187,523
+565
| +0.3% | +$43.5K | 0.24% | 44 |
|
|
2022
Q3 | $15.4M | Sell |
186,958
-107
| -0.1% | -$10.3K | 0.28% | 40 |
|
|
2022
Q2 | $17.8M | Buy |
187,065
+408
| +0.2% | +$42.2K | 0.31% | 44 |
|
|
2022
Q1 | $22M | Sell |
186,657
-70
| -0% | -$7.85K | 0.31% | 45 |
|
|
2021
Q4 | $24.2M | Sell |
186,727
-345
| -0.2% | -$40.2K | 0.34% | 42 |
|
|
2021
Q3 | $21.2M | Sell |
187,072
-50
| -0% | -$5.71K | 0.33% | 42 |
|
|
2021
Q2 | $19.4M | Sell |
187,122
-3,756
| -2% | -$354K | 0.31% | 44 |
|
|
2021
Q1 | $16M | Hold |
190,878
| – | – | 0.28% | 47 |
|
|
2020
Q4 | $17.4M | Buy |
190,878
+580
| +0.3% | +$48.1K | 0.31% | 44 |
|
|
2020
Q3 | $15.2M | Buy |
190,298
+1,475
| +0.8% | +$115K | 0.3% | 46 |
|
|
2020
Q2 | $13.1M | Sell |
188,823
-111
| -0.1% | -$7.89K | 0.29% | 45 |
|
|
2020
Q1 | $11.9M | Buy |
188,934
+16,980
| +10% | +$1.22M | 0.31% | 40 |
|
|
2019
Q4 | $13.4M | Sell |
171,954
-315
| -0.2% | -$24.6K | 0.3% | 44 |
|
|
2019
Q3 | $12.6M | Buy |
172,269
+225
| +0.1% | +$15.8K | 0.31% | 44 |
|
|
2019
Q2 | $10.6M | Buy |
172,044
+510
| +0.3% | +$30.8K | 0.27% | 45 |
|
|
2019
Q1 | $10.9M | Sell |
171,534
-30,075
| -15% | -$1.72M | 0.28% | 45 |
|
|
2018
Q4 | $10.3M | Hold |
201,609
| – | – | 0.29% | 41 |
|
|
2018
Q3 | $11.7M | Hold |
201,609
| – | – | 0.29% | 44 |
|
|
2018
Q2 | $9.78M | Sell |
201,609
-225
| -0.1% | -$10.5K | 0.27% | 47 |
|
|
2018
Q1 | $9.39M | Buy |
201,834
+39,450
| +24% | +$1.71M | 0.26% | 46 |
|
|
2017
Q4 | $6.1M | Sell |
162,384
-75
| -0% | -$2.75K | 0.17% | 52 |
|
|
2017
Q3 | $5.92M | Sell |
162,459
-975
| -0.6% | -$37.2K | 0.18% | 53 |
|
|
2017
Q2 | $6.44M | Sell |
163,434
-720
| -0.4% | -$26.3K | 0.2% | 52 |
|
|
2017
Q1 | $5.15M | Sell |
164,154
-300
| -0.2% | -$9.39K | 0.17% | 57 |
|
|
2016
Q4 | $5.14M | Sell |
164,454
-450
| -0.3% | -$14.6K | 0.18% | 58 |
|
|
2016
Q3 | $6.63M | Sell |
164,904
-2,100
| -1% | -$79.1K | 0.23% | 52 |
|
|
2016
Q2 | $5.55M | Hold |
167,004
| – | – | 0.2% | 57 |
|
|
2016
Q1 | $4.91M | Sell |
167,004
-420
| -0.3% | -$11.6K | 0.18% | 59 |
|
|
2015
Q4 | $4.41M | Hold |
167,424
| – | – | 0.15% | 65 |
|
|
2015
Q3 | $3.97M | Hold |
167,424
| – | – | 0.15% | 73 |
|
|
2015
Q2 | $3.97M | Sell |
167,424
-450
| -0.3% | -$10.2K | 0.14% | 71 |
|
|
2015
Q1 | $3.99M | Buy |
167,874
+6,000
| +4% | +$135K | 0.14% | 71 |
|
|
2014
Q4 | $3.44M | Hold |
161,874
| – | – | 0.12% | 76 |
|
|
2014
Q3 | $2.76M | Hold |
161,874
| – | – | 0.1% | 84 |
|
|
2014
Q2 | $2.32M | Hold |
161,874
| – | – | 0.09% | 90 |
|
|
2014
Q1 | $2M | Hold |
161,874
| – | – | 0.07% | 86 |
|
|
2013
Q4 | $1.77M | Buy |
161,874
+132,000
| +442% | +$1.49M | 0.07% | 85 |
|
|
2013
Q3 | $347K | Hold |
29,874
| – | – | 0.01% | 159 |
|
|
2013
Q2 | $335K | Buy |
+29,874
| New | +$354K | 0.01% | 166 |
|
Other funds holding EW
VCM
VPM
