FineMark National Bank & Trust’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 | $495K | Buy |
6,330
+990
| +19% | +$77.4K | 0.02% | 299 |
|
|
2025
Q1 | $387K | Hold |
5,340
| – | – | 0.01% | 325 |
|
|
2024
Q4 | $395K | Sell |
5,340
-1,150
| -18% | -$85.1K | 0.01% | 310 |
|
|
2024
Q3 | $428K | Sell |
6,490
-585
| -8% | -$38.6K | 0.01% | 304 |
|
|
2024
Q2 | $654K | Sell |
7,075
-305
| -4% | -$28.2K | 0.02% | 242 |
|
|
2024
Q1 | $705K | Sell |
7,380
-4
| -0.1% | -$382 | 0.03% | 239 |
|
|
2023
Q4 | $563K | Buy |
7,384
+157
| +2% | +$12K | 0.02% | 265 |
|
|
2023
Q3 | $501K | Sell |
7,227
-978
| -12% | -$67.8K | 0.02% | 274 |
|
|
2023
Q2 | $774K | Sell |
8,205
-3,329
| -29% | -$314K | 0.03% | 228 |
|
|
2023
Q1 | $954K | Sell |
11,534
-4,711
| -29% | -$390K | 0.04% | 194 |
|
|
2022
Q4 | $1.21M | Sell |
16,245
-320
| -2% | -$23.9K | 0.05% | 173 |
|
|
2022
Q3 | $1.37M | Buy |
16,565
+173
| +1% | +$14.3K | 0.07% | 161 |
|
|
2022
Q2 | $1.56M | Sell |
16,392
-99
| -0.6% | -$9.42K | 0.07% | 166 |
|
|
2022
Q1 | $1.94M | Sell |
16,491
-424
| -3% | -$49.9K | 0.08% | 155 |
|
|
2021
Q4 | $2.19M | Buy |
16,915
+294
| +2% | +$38.1K | 0.08% | 142 |
|
|
2021
Q3 | $1.88M | Buy |
16,621
+382
| +2% | +$43.3K | 0.08% | 151 |
|
|
2021
Q2 | $1.68M | Sell |
16,239
-60
| -0.4% | -$6.22K | 0.07% | 165 |
|
|
2021
Q1 | $1.36M | Sell |
16,299
-159
| -1% | -$13.3K | 0.06% | 177 |
|
|
2020
Q4 | $1.5M | Sell |
16,458
-165
| -1% | -$15K | 0.07% | 160 |
|
|
2020
Q3 | $1.33M | Sell |
16,623
-253
| -1% | -$20.2K | 0.06% | 153 |
|
|
2020
Q2 | $1.17M | Sell |
16,876
-923
| -5% | -$63.8K | 0.06% | 155 |
|
|
2020
Q1 | $1.12M | Buy |
17,799
+564
| +3% | +$35.5K | 0.07% | 148 |
|
|
2019
Q4 | $1.34M | Buy |
17,235
+201
| +1% | +$15.6K | 0.07% | 155 |
|
|
2019
Q3 | $1.25M | Buy |
17,034
+828
| +5% | +$60.7K | 0.07% | 154 |
|
|
2019
Q2 | $998K | Buy |
16,206
+7,704
| +91% | +$474K | 0.06% | 174 |
|
|
2019
Q1 | $542K | Sell |
8,502
-5,130
| -38% | -$327K | 0.03% | 220 |
|
|
2018
Q4 | $696K | Buy |
13,632
+5,166
| +61% | +$264K | 0.05% | 201 |
|
|
2018
Q3 | $491K | Sell |
8,466
-12,096
| -59% | -$702K | 0.03% | 220 |
|
|
2018
Q2 | $998K | Sell |
20,562
-1,377
| -6% | -$66.8K | 0.06% | 172 |
|
|
2018
Q1 | $1.02M | Sell |
21,939
-1,116
| -5% | -$51.9K | 0.06% | 164 |
|
|
2017
Q4 | $866K | Buy |
23,055
+3,597
| +18% | +$135K | 0.06% | 173 |
|
|
2017
Q3 | $709K | Sell |
19,458
-61,041
| -76% | -$2.22M | 0.05% | 193 |
|
|
2017
Q2 | $3.17M | Buy |
80,499
+1,323
| +2% | +$52.1K | 0.23% | 96 |
|
|
2017
Q1 | $2.48M | Buy |
79,176
+15,906
| +25% | +$499K | 0.18% | 108 |
|
|
2016
Q4 | $1.98M | Sell |
63,270
-2,130
| -3% | -$66.5K | 0.16% | 113 |
|
|
2016
Q3 | $2.24M | Buy |
65,400
+12,399
| +23% | +$425K | 0.24% | 101 |
|
|
2016
Q2 | $1.76M | Buy |
53,001
+45,819
| +638% | +$1.52M | 0.2% | 109 |
|
|
2016
Q1 | $211K | Buy |
7,182
+612
| +9% | +$18K | 0.02% | 298 |
|
|
2015
Q4 | $174K | Hold |
6,570
| – | – | 0.02% | 342 |
|
|
2015
Q3 | $156K | Sell |
6,570
-882
| -12% | -$20.9K | 0.02% | 369 |
|
|
2015
Q2 | $176K | Sell |
7,452
-426
| -5% | -$10.1K | 0.02% | 358 |
|
|
2015
Q1 | $187K | Buy |
7,878
+2,688
| +52% | +$63.8K | 0.03% | 359 |
|
|
2014
Q4 | $110K | Hold |
5,190
| – | – | 0.02% | 465 |
|
|
2014
Q3 | $88K | Hold |
5,190
| – | – | 0.01% | 510 |
|
|
2014
Q2 | $74K | Hold |
5,190
| – | – | 0.01% | 533 |
|
|
2014
Q1 | $64K | Hold |
5,190
| – | – | 0.01% | 550 |
|
|
2013
Q4 | $57K | Hold |
5,190
| – | – | 0.01% | 547 |
|
|
2013
Q3 | $60K | Hold |
5,190
| – | – | 0.01% | 532 |
|
|
2013
Q2 | $58K | Buy |
+5,190
| New | +$58K | 0.02% | 523 |
|