Evergreen Capital Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
3,766
+5
| +0.1% | +$391 | 0.01% | 811 |
|
|
2025
Q1 | $273K | Buy |
3,761
+629
| +20% | +$45.6K | 0.01% | 807 |
|
|
2024
Q4 | $232K | Buy |
+3,132
| New | +$232K | 0.01% | 884 |
|
|
2023
Q3 | – | Sell |
-3,136
| Closed | -$296K | – | 814 |
|
|
2023
Q2 | $296K | Buy |
3,136
+205
| +7% | +$19.3K | 0.01% | 560 |
|
|
2023
Q1 | $242K | Buy |
+2,931
| New | +$242K | 0.01% | 591 |
|
|
2022
Q4 | – | Sell |
-2,450
| Closed | -$203K | – | 687 |
|
|
2022
Q3 | $203K | Sell |
2,450
-2,336
| -49% | -$194K | 0.01% | 557 |
|
|
2022
Q2 | $455K | Sell |
4,786
-1,447
| -23% | -$138K | 0.02% | 356 |
|
|
2022
Q1 | $734K | Sell |
6,233
-253
| -4% | -$29.8K | 0.03% | 318 |
|
|
2021
Q4 | $840K | Buy |
6,486
+269
| +4% | +$34.8K | 0.03% | 308 |
|
|
2021
Q3 | $704K | Buy |
6,217
+674
| +12% | +$76.3K | 0.03% | 319 |
|
|
2021
Q2 | $574K | Buy |
5,543
+476
| +9% | +$49.3K | 0.03% | 319 |
|
|
2021
Q1 | $424K | Buy |
5,067
+260
| +5% | +$21.8K | 0.02% | 337 |
|
|
2020
Q4 | $439K | Buy |
4,807
+122
| +3% | +$11.1K | 0.03% | 301 |
|
|
2020
Q3 | $374K | Buy |
4,685
+144
| +3% | +$11.5K | 0.03% | 300 |
|
|
2020
Q2 | $314K | Buy |
4,541
+176
| +4% | +$12.2K | 0.02% | 300 |
|
|
2020
Q1 | $274K | Sell |
4,365
-15
| -0.3% | -$942 | 0.03% | 291 |
|
|
2019
Q4 | $341K | Buy |
4,380
+72
| +2% | +$5.61K | 0.03% | 323 |
|
|
2019
Q3 | $316K | Hold |
4,308
| – | – | 0.03% | 303 |
|
|
2019
Q2 | $265K | Buy |
4,308
+165
| +4% | +$10.2K | 0.03% | 335 |
|
|
2019
Q1 | $264K | Sell |
4,143
-108
| -3% | -$6.88K | 0.03% | 312 |
|
|
2018
Q4 | $217K | Buy |
4,251
+120
| +3% | +$6.13K | 0.02% | 329 |
|
|
2018
Q3 | $240K | Buy |
+4,131
| New | +$240K | 0.02% | 324 |
|