HR
Howe & Rusling’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Buy |
84,940
+3,026
| +4% | +$237K | 0.49% | 61 |
|
|
2025
Q1 | $5.94M | Buy |
81,914
+4,351
| +6% | +$315K | 0.5% | 63 |
|
|
2024
Q4 | $5.74M | Sell |
77,563
-14,055
| -15% | -$1.04M | 0.49% | 62 |
|
|
2024
Q3 | $6.05M | Buy |
91,618
+18,648
| +26% | +$1.23M | 0.52% | 63 |
|
|
2024
Q2 | $6.74M | Buy |
72,970
+3,198
| +5% | +$295K | 0.61% | 57 |
|
|
2024
Q1 | $6.67M | Buy |
69,772
+20,384
| +41% | +$1.95M | 0.64% | 57 |
|
|
2023
Q4 | $3.77M | Buy |
49,388
+6,952
| +16% | +$530K | 0.4% | 71 |
|
|
2023
Q3 | $2.94M | Buy |
42,436
+8,881
| +26% | +$615K | 0.35% | 71 |
|
|
2023
Q2 | $3.17M | Buy |
33,555
+645
| +2% | +$60.8K | 0.35% | 69 |
|
|
2023
Q1 | $2.72M | Buy |
32,910
+24,387
| +286% | +$2.02M | 0.32% | 74 |
|
|
2022
Q4 | $636K | Sell |
8,523
-88
| -1% | -$6.57K | 0.08% | 118 |
|
|
2022
Q3 | $712K | Buy |
8,611
+11
| +0.1% | +$910 | 0.09% | 115 |
|
|
2022
Q2 | $818K | Buy |
8,600
+35
| +0.4% | +$3.33K | 0.1% | 109 |
|
|
2022
Q1 | $1.01M | Hold |
8,565
| – | – | 0.12% | 103 |
|
|
2021
Q4 | $1.11M | Sell |
8,565
-213
| -2% | -$27.6K | 0.13% | 102 |
|
|
2021
Q3 | $994K | Hold |
8,778
| – | – | 0.12% | 103 |
|
|
2021
Q2 | $909K | Hold |
8,778
| – | – | 0.11% | 98 |
|
|
2021
Q1 | $734K | Hold |
8,778
| – | – | 0.1% | 98 |
|
|
2020
Q4 | $801K | Hold |
8,778
| – | – | 0.12% | 89 |
|
|
2020
Q3 | $701K | Hold |
8,778
| – | – | 0.12% | 88 |
|
|
2020
Q2 | $607K | Buy |
8,778
+5,567
| +173% | +$385K | 0.11% | 83 |
|
|
2020
Q1 | $606K | Hold |
3,211
| – | – | 0.13% | 87 |
|
|
2019
Q4 | $749K | Hold |
3,211
| – | – | 0.12% | 114 |
|
|
2019
Q3 | $706K | Hold |
3,211
| – | – | 0.12% | 117 |
|
|
2019
Q2 | $593K | Sell |
3,211
-405
| -11% | -$74.8K | 0.1% | 121 |
|
|
2019
Q1 | $692K | Sell |
3,616
-130
| -3% | -$24.9K | 0.12% | 117 |
|
|
2018
Q4 | $574K | Hold |
3,746
| – | – | 0.12% | 105 |
|
|
2018
Q3 | $652K | Buy |
3,746
+608
| +19% | +$106K | 0.11% | 92 |
|
|
2018
Q2 | $457K | Sell |
3,138
-223
| -7% | -$32.5K | 0.08% | 103 |
|
|
2018
Q1 | $469K | Sell |
3,361
-35,919
| -91% | -$5.01M | 0.08% | 112 |
|
|
2017
Q4 | $4.43M | Buy |
39,280
+808
| +2% | +$91.1K | 0.8% | 51 |
|
|
2017
Q3 | $4.21M | Sell |
38,472
-3,198
| -8% | -$350K | 0.78% | 52 |
|
|
2017
Q2 | $4.93M | Sell |
41,670
-1,904
| -4% | -$225K | 1% | 39 |
|
|
2017
Q1 | $4.1M | Sell |
43,574
-1,977
| -4% | -$186K | 0.82% | 47 |
|
|
2016
Q4 | $4.27M | Sell |
45,551
-2,695
| -6% | -$253K | 0.94% | 43 |
|
|
2016
Q3 | $5.82M | Sell |
48,246
-740
| -2% | -$89.2K | 1.25% | 31 |
|
|
2016
Q2 | $4.89M | Sell |
48,986
-8,829
| -15% | -$880K | 1.08% | 40 |
|
|
2016
Q1 | $5.1M | Buy |
+57,815
| New | +$5.1M | 1.15% | 41 |
|