Ipswich 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
Q2
Sell
-6,959
Closed -$504K 190
2025
Q1
$504K Hold
6,959
0.13% 120
2024
Q4
$515K Sell
6,959
-300
-4% -$22.2K 0.12% 121
2024
Q3
$479K Sell
7,259
-11,475
-61% -$757K 0.11% 128
2024
Q2
$1.73M Buy
18,734
+620
+3% +$57.3K 0.41% 57
2024
Q1
$1.73M Buy
18,114
+1,535
+9% +$147K 0.41% 59
2023
Q4
$1.26M Buy
16,579
+1,215
+8% +$92.6K 0.32% 72
2023
Q3
$1.06M Sell
15,364
-5
-0% -$346 0.29% 80
2023
Q2
$1.45M Sell
15,369
-80
-0.5% -$7.55K 0.38% 68
2023
Q1
$1.28M Sell
15,449
-170
-1% -$14.1K 0.35% 74
2022
Q4
$1.17M Sell
15,619
-150
-1% -$11.2K 0.33% 76
2022
Q3
$1.3M Sell
15,769
-30
-0.2% -$2.48K 0.41% 69
2022
Q2
$1.5M Sell
15,799
-336
-2% -$31.9K 0.43% 70
2022
Q1
$1.9M Sell
16,135
-1,041
-6% -$123K 0.47% 64
2021
Q4
$2.23M Sell
17,176
-360
-2% -$46.6K 0.52% 60
2021
Q3
$1.99M Buy
17,536
+145
+0.8% +$16.4K 0.51% 61
2021
Q2
$1.8M Buy
17,391
+6
+0% +$621 0.46% 63
2021
Q1
$1.45M Buy
17,385
+310
+2% +$25.9K 0.41% 68
2020
Q4
$1.56M Sell
17,075
-70
-0.4% -$6.39K 0.47% 61
2020
Q3
$1.37M Sell
17,145
-177
-1% -$14.1K 0.44% 64
2020
Q2
$1.2M Buy
17,322
+6,135
+55% +$424K 0.41% 61
2020
Q1
$703K Buy
11,187
+210
+2% +$13.2K 0.28% 83
2019
Q4
$854K Buy
10,977
+120
+1% +$9.34K 0.25% 91
2019
Q3
$796K Buy
10,857
+135
+1% +$9.9K 0.25% 89
2019
Q2
$660K Sell
10,722
-3,978
-27% -$245K 0.21% 102
2019
Q1
$938K Sell
14,700
-21
-0.1% -$1.34K 0.31% 77
2018
Q4
$752K Hold
14,721
0.28% 77
2018
Q3
$854K Buy
+14,721
New +$854K 0.29% 79
2018
Q2
Sell
-14,721
Closed -$685K 109
2018
Q1
$685K Hold
14,721
0.29% 83
2017
Q4
$553K Hold
14,721
0.23% 89
2017
Q3
$536K Buy
14,721
+540
+4% +$19.7K 0.24% 86
2017
Q2
$559K Hold
14,181
0.26% 83
2017
Q1
$445K Sell
14,181
-3,813
-21% -$120K 0.19% 89
2016
Q4
$562K Sell
17,994
-825
-4% -$25.8K 0.25% 83
2016
Q3
$756K Buy
18,819
+825
+5% +$33.1K 0.37% 68
2016
Q2
$598K Hold
17,994
0.3% 75
2016
Q1
$638K Hold
17,994
0.3% 68
2015
Q4
$474K Sell
17,994
-1,122
-6% -$29.6K 0.21% 82
2015
Q3
$453K Buy
19,116
+1,350
+8% +$32K 0.22% 86
2015
Q2
$422K Hold
17,766
0.19% 88
2015
Q1
$422K Hold
17,766
0.18% 91
2014
Q4
$377K Hold
17,766
0.16% 94
2014
Q3
$302K Hold
17,766
0.13% 98
2014
Q2
$254K Hold
17,766
0.1% 120
2014
Q1
$220K Buy
+17,766
New +$220K 0.09% 115
2013
Q4
Sell
-17,766
Closed -$206K 145
2013
Q3
$206K Buy
+17,766
New +$206K 0.09% 132