Groesbeck Investment 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
Q1 | – | Sell |
-2,700
| Closed | -$200K | – | 85 |
|
|
2024
Q4 | $200K | Buy |
+2,700
| New | +$200K | 0.26% | 85 |
|
|
2024
Q3 | – | Sell |
-2,700
| Closed | -$249K | – | 69 |
|
|
2024
Q2 | $249K | Hold |
2,700
| – | – | 0.34% | 64 |
|
|
2024
Q1 | $258K | Hold |
2,700
| – | – | 0.27% | 91 |
|
|
2023
Q4 | $206K | Buy |
+2,700
| New | +$206K | 0.29% | 75 |
|
|
2023
Q2 | – | Sell |
-2,700
| Closed | -$223K | – | 86 |
|
|
2023
Q1 | $223K | Hold |
2,700
| – | – | 0.33% | 80 |
|
|
2022
Q4 | $201K | Hold |
2,700
| – | – | 0.34% | 78 |
|
|
2022
Q3 | $257K | Hold |
2,700
| – | – | 0.42% | 73 |
|
|
2022
Q2 | $257K | Hold |
2,700
| – | – | 0.42% | 73 |
|
|
2022
Q1 | $318K | Hold |
2,700
| – | – | 0.36% | 87 |
|
|
2021
Q4 | $350K | Hold |
2,700
| – | – | 0.44% | 68 |
|
|
2021
Q3 | $306K | Hold |
2,700
| – | – | 0.35% | 92 |
|
|
2021
Q2 | $280K | Hold |
2,700
| – | – | 0.36% | 81 |
|
|
2021
Q1 | $226K | Hold |
2,700
| – | – | 0.33% | 85 |
|
|
2020
Q4 | $246K | Hold |
2,700
| – | – | 0.4% | 78 |
|
|
2020
Q3 | $216K | Buy |
+2,700
| New | +$216K | 0.4% | 79 |
|
|
2020
Q1 | – | Sell |
-2,700
| Closed | -$210K | – | 83 |
|
|
2019
Q4 | $210K | Sell |
2,700
-600
| -18% | -$46.7K | 0.16% | 99 |
|
|
2019
Q3 | $242K | Buy |
+3,300
| New | +$242K | 0.18% | 93 |
|
|
2019
Q2 | – | Sell |
-3,300
| Closed | -$210K | – | 99 |
|
|
2019
Q1 | $210K | Buy |
+3,300
| New | +$210K | 0.16% | 97 |
|