First Foundation Advisors’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 | $3.07M | Buy |
39,207
+905
| +2% | +$70.8K | 0.11% | 113 |
|
|
2025
Q1 | $2.78M | Sell |
38,302
-1,999
| -5% | -$145K | 0.11% | 109 |
|
|
2024
Q4 | $2.98M | Sell |
40,301
-626
| -2% | -$46.3K | 0.11% | 111 |
|
|
2024
Q3 | $2.7M | Buy |
40,927
+31,547
| +336% | +$2.08M | 0.1% | 113 |
|
|
2024
Q2 | $866K | Buy |
9,380
+471
| +5% | +$43.5K | 0.03% | 177 |
|
|
2024
Q1 | $851K | Hold |
8,909
| – | – | 0.03% | 183 |
|
|
2023
Q4 | $679K | Sell |
8,909
-3,713
| -29% | -$283K | 0.03% | 199 |
|
|
2023
Q3 | $874K | Sell |
12,622
-16,852
| -57% | -$1.17M | 0.04% | 185 |
|
|
2023
Q2 | $2.78M | Sell |
29,474
-181,642
| -86% | -$17.1M | 0.12% | 114 |
|
|
2023
Q1 | $17.5M | Sell |
211,116
-3,303
| -2% | -$273K | 0.8% | 33 |
|
|
2022
Q4 | $16M | Buy |
214,419
+36,046
| +20% | +$2.69M | 0.77% | 34 |
|
|
2022
Q3 | $14.7M | Buy |
178,373
+137,744
| +339% | +$11.4M | 0.72% | 39 |
|
|
2022
Q2 | $3.86M | Buy |
40,629
+6,590
| +19% | +$627K | 0.17% | 85 |
|
|
2022
Q1 | $4.01M | Buy |
34,039
+3,744
| +12% | +$441K | 0.14% | 89 |
|
|
2021
Q4 | $3.93M | Buy |
30,295
+1,845
| +6% | +$239K | 0.13% | 90 |
|
|
2021
Q3 | $3.22M | Buy |
28,450
+3,434
| +14% | +$389K | 0.12% | 99 |
|
|
2021
Q2 | $2.59M | Buy |
25,016
+2,556
| +11% | +$265K | 0.1% | 120 |
|
|
2021
Q1 | $1.88M | Buy |
22,460
+3,398
| +18% | +$284K | 0.08% | 138 |
|
|
2020
Q4 | $1.74M | Buy |
19,062
+5,541
| +41% | +$505K | 0.08% | 139 |
|
|
2020
Q3 | $1.08M | Buy |
13,521
+1,262
| +10% | +$101K | 0.05% | 171 |
|
|
2020
Q2 | $847K | Buy |
12,259
+1,795
| +17% | +$124K | 0.04% | 183 |
|
|
2020
Q1 | $658K | Sell |
10,464
-3,693
| -26% | -$232K | 0.04% | 200 |
|
|
2019
Q4 | $1.1M | Buy |
14,157
+234
| +2% | +$18.2K | 0.05% | 172 |
|
|
2019
Q3 | $1.02M | Sell |
13,923
-6,117
| -31% | -$449K | 0.05% | 163 |
|
|
2019
Q2 | $1.23M | Buy |
20,040
+14,607
| +269% | +$899K | 0.07% | 157 |
|
|
2019
Q1 | $346K | Sell |
5,433
-22,227
| -80% | -$1.42M | 0.02% | 250 |
|
|
2018
Q4 | $1.41M | Buy |
27,660
+22,623
| +449% | +$1.15M | 0.09% | 142 |
|
|
2018
Q3 | $292K | Hold |
5,037
| – | – | 0.02% | 295 |
|
|
2018
Q2 | $244K | Sell |
5,037
-75
| -1% | -$3.63K | 0.01% | 290 |
|
|
2018
Q1 | $238K | Sell |
5,112
-507
| -9% | -$23.6K | 0.01% | 284 |
|
|
2017
Q4 | $211K | Buy |
+5,619
| New | +$211K | 0.01% | 302 |
|
|
2016
Q1 | – | Sell |
-19,788
| Closed | -$521K | – | 310 |
|
|
2015
Q4 | $521K | Sell |
19,788
-1,854
| -9% | -$48.8K | 0.04% | 176 |
|
|
2015
Q3 | $513K | Buy |
+21,642
| New | +$513K | 0.04% | 146 |
|