JMFC
J.M. Forbes & Co’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
4,469
-816
| -15% | -$63.8K | 0.03% | 119 |
|
|
2025
Q1 | $383K | Sell |
5,285
-325
| -6% | -$23.6K | 0.04% | 113 |
|
|
2024
Q4 | $415K | Hold |
5,610
| – | – | 0.04% | 109 |
|
|
2024
Q3 | $370K | Buy |
5,610
+325
| +6% | +$21.4K | 0.04% | 112 |
|
|
2024
Q2 | $488K | Hold |
5,285
| – | – | 0.05% | 96 |
|
|
2024
Q1 | $505K | Hold |
5,285
| – | – | 0.05% | 97 |
|
|
2023
Q4 | $403K | Hold |
5,285
| – | – | 0.05% | 100 |
|
|
2023
Q3 | $366K | Sell |
5,285
-75
| -1% | -$5.2K | 0.05% | 104 |
|
|
2023
Q2 | $506K | Buy |
5,360
+75
| +1% | +$7.08K | 0.06% | 96 |
|
|
2023
Q1 | $437K | Sell |
5,285
-75
| -1% | -$6.2K | 0.06% | 80 |
|
|
2022
Q4 | $399K | Buy |
+5,360
| New | +$399K | 0.06% | 82 |
|
|
2022
Q3 | – | Sell |
-5,285
| Closed | -$503K | – | 111 |
|
|
2022
Q2 | $503K | Hold |
5,285
| – | – | 0.07% | 74 |
|
|
2022
Q1 | $622K | Hold |
5,285
| – | – | 0.08% | 73 |
|
|
2021
Q4 | $685K | Hold |
5,285
| – | – | 0.08% | 72 |
|
|
2021
Q3 | $598K | Sell |
5,285
-823
| -13% | -$93.1K | 0.08% | 71 |
|
|
2021
Q2 | $633K | Sell |
6,108
-462
| -7% | -$47.9K | 0.08% | 71 |
|
|
2021
Q1 | $550K | Hold |
6,570
| – | – | 0.08% | 71 |
|
|
2020
Q4 | $599K | Hold |
6,570
| – | – | 0.09% | 62 |
|
|
2020
Q3 | $524K | Hold |
6,570
| – | – | 0.08% | 65 |
|
|
2020
Q2 | $454K | Buy |
6,570
+4,380
| +200% | +$303K | 0.08% | 64 |
|
|
2020
Q1 | $413K | Hold |
2,190
| – | – | 0.09% | 62 |
|
|
2019
Q4 | $511K | Hold |
2,190
| – | – | 0.08% | 72 |
|
|
2019
Q3 | $482K | Hold |
2,190
| – | – | 0.09% | 70 |
|
|
2019
Q2 | $405K | Hold |
2,190
| – | – | 0.08% | 76 |
|
|
2019
Q1 | $419K | Hold |
2,190
| – | – | 0.09% | 73 |
|
|
2018
Q4 | $335K | Hold |
2,190
| – | – | 0.08% | 77 |
|
|
2018
Q3 | $381K | Sell |
2,190
-60
| -3% | -$10.4K | 0.08% | 79 |
|
|
2018
Q2 | $328K | Sell |
2,250
-240
| -10% | -$35K | 0.07% | 84 |
|
|
2018
Q1 | $347K | Hold |
2,490
| – | – | 0.08% | 83 |
|
|
2017
Q4 | $281K | Hold |
2,490
| – | – | 0.06% | 93 |
|
|
2017
Q3 | $272K | Hold |
2,490
| – | – | 0.07% | 88 |
|
|
2017
Q2 | $294K | Hold |
2,490
| – | – | 0.07% | 83 |
|
|
2017
Q1 | $234K | Hold |
2,490
| – | – | 0.06% | 94 |
|
|
2016
Q4 | $233K | Hold |
2,490
| – | – | 0.06% | 90 |
|
|
2016
Q3 | $300K | Hold |
2,490
| – | – | 0.08% | 80 |
|
|
2016
Q2 | $248K | Hold |
2,490
| – | – | 0.07% | 84 |
|
|
2016
Q1 | $219K | Buy |
+2,490
| New | +$219K | 0.06% | 84 |
|