First United 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
Q1 | – | Sell |
-176
| Closed | -$13K | – | 408 |
|
|
2024
Q4 | $13K | Hold |
176
| – | – | ﹤0.01% | 305 |
|
|
2024
Q3 | $11.6K | Sell |
176
-6,950
| -98% | -$459K | ﹤0.01% | 304 |
|
|
2024
Q2 | $658K | Hold |
7,126
| – | – | 0.25% | 86 |
|
|
2024
Q1 | $681K | Buy |
+7,126
| New | +$681K | 0.25% | 84 |
|
|
2023
Q4 | – | Sell |
-7,274
| Closed | -$504K | – | 439 |
|
|
2023
Q3 | $504K | Hold |
7,274
| – | – | 0.23% | 95 |
|
|
2023
Q2 | $686K | Buy |
7,274
+69
| +1% | +$6.51K | 0.3% | 82 |
|
|
2023
Q1 | $596K | Sell |
7,205
-18
| -0.2% | -$1.49K | 0.28% | 87 |
|
|
2022
Q4 | $539K | Hold |
7,223
| – | – | 0.26% | 88 |
|
|
2022
Q3 | $597K | Hold |
7,223
| – | – | 0.3% | 83 |
|
|
2022
Q2 | $687K | Buy |
7,223
+13
| +0.2% | +$1.24K | 0.32% | 82 |
|
|
2022
Q1 | $849K | Hold |
7,210
| – | – | 0.33% | 78 |
|
|
2021
Q4 | $934K | Sell |
7,210
-50
| -0.7% | -$6.48K | 0.34% | 82 |
|
|
2021
Q3 | $822K | Buy |
7,260
+65
| +0.9% | +$7.36K | 0.34% | 84 |
|
|
2021
Q2 | $745K | Sell |
7,195
-65
| -0.9% | -$6.73K | 0.31% | 82 |
|
|
2021
Q1 | $607K | Sell |
7,260
-571
| -7% | -$47.7K | 0.26% | 91 |
|
|
2020
Q4 | $714K | Buy |
7,831
+55
| +0.7% | +$5.02K | 0.34% | 80 |
|
|
2020
Q3 | $621K | Hold |
7,776
| – | – | 0.35% | 78 |
|
|
2020
Q2 | $537K | Buy |
+7,776
| New | +$537K | 0.32% | 83 |
|