HM Payson & Co’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 | $516K | Buy |
7,121
+200
| +3% | +$14.5K | 0.01% | 281 |
|
|
2024
Q4 | $512K | Sell |
6,921
-312
| -4% | -$23.1K | 0.01% | 275 |
|
|
2024
Q3 | $477K | Buy |
7,233
+1,128
| +18% | +$74.4K | 0.01% | 293 |
|
|
2024
Q2 | $564K | Buy |
6,105
+22
| +0.4% | +$2.03K | 0.01% | 263 |
|
|
2024
Q1 | $581K | Hold |
6,083
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $464K | Buy |
6,083
+125
| +2% | +$9.53K | 0.01% | 284 |
|
|
2023
Q3 | $413K | Buy |
5,958
+2,040
| +52% | +$141K | 0.01% | 285 |
|
|
2023
Q2 | $370K | Sell |
3,918
-240
| -6% | -$22.6K | 0.01% | 297 |
|
|
2023
Q1 | $344K | Sell |
4,158
-1,276
| -23% | -$106K | 0.01% | 304 |
|
|
2022
Q4 | $405K | Buy |
5,434
+567
| +12% | +$42.3K | 0.01% | 271 |
|
|
2022
Q3 | $402K | Sell |
4,867
-450
| -8% | -$37.2K | 0.01% | 266 |
|
|
2022
Q2 | $506K | Sell |
5,317
-14
| -0.3% | -$1.33K | 0.01% | 248 |
|
|
2022
Q1 | $628K | Buy |
5,331
+144
| +3% | +$17K | 0.01% | 245 |
|
|
2021
Q4 | $672K | Sell |
5,187
-348
| -6% | -$45.1K | 0.01% | 249 |
|
|
2021
Q3 | $627K | Buy |
5,535
+1,198
| +28% | +$136K | 0.02% | 253 |
|
|
2021
Q2 | $449K | Hold |
4,337
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $363K | Sell |
4,337
-147
| -3% | -$12.3K | 0.01% | 304 |
|
|
2020
Q4 | $409K | Hold |
4,484
| – | – | 0.01% | 282 |
|
|
2020
Q3 | $358K | Buy |
4,484
+680
| +18% | +$54.3K | 0.01% | 282 |
|
|
2020
Q2 | $263K | Hold |
3,804
| – | – | 0.01% | 304 |
|
|
2020
Q1 | $239K | Hold |
3,804
| – | – | 0.01% | 294 |
|
|
2019
Q4 | $296K | Hold |
3,804
| – | – | 0.01% | 330 |
|
|
2019
Q3 | $279K | Hold |
3,804
| – | – | 0.01% | 330 |
|
|
2019
Q2 | $234K | Buy |
+3,804
| New | +$234K | 0.01% | 368 |
|