Investment House LLC’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 | $12.4M | Sell |
158,539
-1,315
| -0.8% | -$103K | 0.63% | 43 |
|
|
2025
Q1 | $11.6M | Sell |
159,854
-1,720
| -1% | -$125K | 0.66% | 41 |
|
|
2024
Q4 | $12M | Sell |
161,574
-6,280
| -4% | -$465K | 0.65% | 44 |
|
|
2024
Q3 | $11.1M | Sell |
167,854
-5,649
| -3% | -$373K | 0.6% | 46 |
|
|
2024
Q2 | $16M | Buy |
173,503
+2,365
| +1% | +$218K | 0.91% | 26 |
|
|
2024
Q1 | $16.4M | Buy |
171,138
+14,875
| +10% | +$1.42M | 0.96% | 28 |
|
|
2023
Q4 | $11.9M | Buy |
156,263
+6,043
| +4% | +$461K | 0.84% | 31 |
|
|
2023
Q3 | $10.4M | Sell |
150,220
-10,879
| -7% | -$754K | 0.82% | 33 |
|
|
2023
Q2 | $15.2M | Sell |
161,099
-11,775
| -7% | -$1.11M | 1.14% | 24 |
|
|
2023
Q1 | $14.3M | Sell |
172,874
-551
| -0.3% | -$45.6K | 1.18% | 22 |
|
|
2022
Q4 | $12.9M | Sell |
173,425
-2,845
| -2% | -$212K | 1.21% | 25 |
|
|
2022
Q3 | $14.6M | Buy |
176,270
+30,030
| +21% | +$2.48M | 1.36% | 23 |
|
|
2022
Q2 | $13.9M | Buy |
146,240
+24,565
| +20% | +$2.34M | 1.22% | 26 |
|
|
2022
Q1 | $14.3M | Sell |
121,675
-1,825
| -1% | -$215K | 1.04% | 28 |
|
|
2021
Q4 | $16M | Sell |
123,500
-2,275
| -2% | -$295K | 1.03% | 29 |
|
|
2021
Q3 | $14.2M | Sell |
125,775
-1,025
| -0.8% | -$116K | 1.04% | 27 |
|
|
2021
Q2 | $13.1M | Buy |
126,800
+25
| +0% | +$2.59K | 0.92% | 32 |
|
|
2021
Q1 | $10.6M | Sell |
126,775
-2,190
| -2% | -$183K | 0.82% | 36 |
|
|
2020
Q4 | $11.8M | Hold |
128,965
| – | – | 0.83% | 33 |
|
|
2020
Q3 | $10.3M | Sell |
128,965
-970
| -0.7% | -$77.4K | 0.81% | 35 |
|
|
2020
Q2 | $8.98M | Sell |
129,935
-250
| -0.2% | -$17.3K | 0.79% | 34 |
|
|
2020
Q1 | $8.19M | Sell |
130,185
-5,325
| -4% | -$335K | 0.93% | 29 |
|
|
2019
Q4 | $10.5M | Sell |
135,510
-1,575
| -1% | -$122K | 0.98% | 30 |
|
|
2019
Q3 | $10M | Sell |
137,085
-450
| -0.3% | -$33K | 1.01% | 28 |
|
|
2019
Q2 | $8.47M | Sell |
137,535
-150
| -0.1% | -$9.24K | 0.89% | 35 |
|
|
2019
Q1 | $8.78M | Sell |
137,685
-2,100
| -2% | -$134K | 0.95% | 30 |
|
|
2018
Q4 | $7.14M | Sell |
139,785
-5,775
| -4% | -$295K | 0.89% | 33 |
|
|
2018
Q3 | $8.45M | Sell |
145,560
-90
| -0.1% | -$5.22K | 0.9% | 34 |
|
|
2018
Q2 | $7.07M | Sell |
145,650
-2,055
| -1% | -$99.7K | 0.82% | 36 |
|
|
2018
Q1 | $6.87M | Sell |
147,705
-600
| -0.4% | -$27.9K | 0.84% | 34 |
|
|
2017
Q4 | $5.57M | Sell |
148,305
-1,350
| -0.9% | -$50.7K | 0.68% | 47 |
|
|
2017
Q3 | $5.45M | Sell |
149,655
-1,050
| -0.7% | -$38.3K | 0.71% | 48 |
|
|
2017
Q2 | $5.94M | Sell |
150,705
-150
| -0.1% | -$5.91K | 0.8% | 40 |
|
|
2017
Q1 | $4.73M | Hold |
150,855
| – | – | 0.66% | 51 |
|
|
2016
Q4 | $4.71M | Sell |
150,855
-2,325
| -2% | -$72.6K | 0.72% | 50 |
|
|
2016
Q3 | $6.16M | Sell |
153,180
-2,250
| -1% | -$90.4K | 0.93% | 38 |
|
|
2016
Q2 | $5.17M | Sell |
155,430
-4,650
| -3% | -$155K | 0.83% | 45 |
|
|
2016
Q1 | $4.71M | Sell |
160,080
-600
| -0.4% | -$17.6K | 0.75% | 48 |
|
|
2015
Q4 | $4.23M | Sell |
160,680
-2,400
| -1% | -$63.2K | 0.69% | 50 |
|
|
2015
Q3 | $3.86M | Sell |
163,080
-4,200
| -3% | -$99.5K | 0.67% | 50 |
|
|
2015
Q2 | $3.97M | Hold |
167,280
| – | – | 0.64% | 57 |
|
|
2015
Q1 | $3.97M | Sell |
167,280
-1,320
| -0.8% | -$31.3K | 0.64% | 55 |
|
|
2014
Q4 | $3.58M | Hold |
168,600
| – | – | 0.58% | 61 |
|
|
2014
Q3 | $2.87M | Hold |
168,600
| – | – | 0.48% | 68 |
|
|
2014
Q2 | $2.41M | Hold |
168,600
| – | – | 0.41% | 74 |
|
|
2014
Q1 | $2.08M | Sell |
168,600
-56,580
| -25% | -$699K | 0.37% | 77 |
|
|
2013
Q4 | $2.47M | Sell |
225,180
-78,180
| -26% | -$857K | 0.45% | 69 |
|
|
2013
Q3 | $3.52M | Hold |
303,360
| – | – | 0.71% | 50 |
|
|
2013
Q2 | $3.4M | Buy |
+303,360
| New | +$3.4M | 0.74% | 47 |
|