Joel Isaacson & 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
Q2 | $588K | Hold |
7,512
| – | – | 0.02% | 230 |
|
|
2025
Q1 | $544K | Hold |
7,512
| – | – | 0.02% | 227 |
|
|
2024
Q4 | $556K | Hold |
7,512
| – | – | 0.03% | 214 |
|
|
2024
Q3 | $496K | Hold |
7,512
| – | – | 0.02% | 217 |
|
|
2024
Q2 | $694K | Hold |
7,512
| – | – | 0.04% | 169 |
|
|
2024
Q1 | $718K | Hold |
7,512
| – | – | 0.04% | 162 |
|
|
2023
Q4 | $573K | Hold |
7,512
| – | – | 0.04% | 175 |
|
|
2023
Q3 | $520K | Hold |
7,512
| – | – | 0.04% | 181 |
|
|
2023
Q2 | $709K | Hold |
7,512
| – | – | 0.05% | 153 |
|
|
2023
Q1 | $621K | Hold |
7,512
| – | – | 0.04% | 163 |
|
|
2022
Q4 | $560K | Hold |
7,512
| – | – | 0.04% | 165 |
|
|
2022
Q3 | $621K | Sell |
7,512
-15
| -0.2% | -$1.24K | 0.05% | 140 |
|
|
2022
Q2 | $716K | Buy |
7,527
+37
| +0.5% | +$3.52K | 0.06% | 129 |
|
|
2022
Q1 | $893K | Hold |
7,490
| – | – | 0.07% | 120 |
|
|
2021
Q4 | $970K | Hold |
7,490
| – | – | 0.07% | 122 |
|
|
2021
Q3 | $848K | Hold |
7,490
| – | – | 0.06% | 126 |
|
|
2021
Q2 | $776K | Hold |
7,490
| – | – | 0.06% | 129 |
|
|
2021
Q1 | $626K | Sell |
7,490
-100
| -1% | -$8.36K | 0.05% | 134 |
|
|
2020
Q4 | $692K | Hold |
7,590
| – | – | 0.07% | 117 |
|
|
2020
Q3 | $606K | Hold |
7,590
| – | – | 0.08% | 109 |
|
|
2020
Q2 | $525K | Hold |
7,590
| – | – | 0.07% | 114 |
|
|
2020
Q1 | $477K | Sell |
7,590
-135
| -2% | -$8.48K | 0.08% | 106 |
|
|
2019
Q4 | $601K | Hold |
7,725
| – | – | 0.08% | 111 |
|
|
2019
Q3 | $566K | Sell |
7,725
-9
| -0.1% | -$659 | 0.08% | 114 |
|
|
2019
Q2 | $476K | Sell |
7,734
-3
| -0% | -$185 | 0.07% | 130 |
|
|
2019
Q1 | $493K | Hold |
7,737
| – | – | 0.07% | 136 |
|
|
2018
Q4 | $394K | Buy |
7,737
+12
| +0.2% | +$611 | 0.06% | 154 |
|
|
2018
Q3 | $448K | Hold |
7,725
| – | – | 0.07% | 129 |
|
|
2018
Q2 | $375K | Hold |
7,725
| – | – | 0.06% | 144 |
|
|
2018
Q1 | $359K | Hold |
7,725
| – | – | 0.06% | 142 |
|
|
2017
Q4 | $290K | Sell |
7,725
-42
| -0.5% | -$1.58K | 0.05% | 156 |
|
|
2017
Q3 | $283K | Buy |
+7,767
| New | +$283K | 0.05% | 152 |
|
|
2017
Q2 | – | Sell |
-7,797
| Closed | -$244K | – | 180 |
|
|
2017
Q1 | $244K | Hold |
7,797
| – | – | 0.05% | 150 |
|
|
2016
Q4 | $244K | Buy |
7,797
+1,800
| +30% | +$56.3K | 0.05% | 140 |
|
|
2016
Q3 | $241K | Sell |
5,997
-87
| -1% | -$3.5K | 0.05% | 149 |
|
|
2016
Q2 | $202K | Sell |
6,084
-66
| -1% | -$2.19K | 0.04% | 162 |
|
|
2016
Q1 | $181K | Sell |
6,150
-390
| -6% | -$11.5K | 0.04% | 173 |
|
|
2015
Q4 | $172K | Hold |
6,540
| – | – | 0.04% | 166 |
|
|
2015
Q3 | $155K | Hold |
6,540
| – | – | 0.04% | 172 |
|
|
2015
Q2 | $155K | Hold |
6,540
| – | – | 0.04% | 201 |
|
|
2015
Q1 | $155K | Sell |
6,540
-480
| -7% | -$11.4K | 0.04% | 201 |
|
|
2014
Q4 | $149K | Buy |
7,020
+4,200
| +149% | +$89.1K | 0.04% | 186 |
|
|
2014
Q3 | $48K | Hold |
2,820
| – | – | 0.01% | 307 |
|
|
2014
Q2 | $40K | Hold |
2,820
| – | – | 0.01% | 328 |
|
|
2014
Q1 | $35K | Hold |
2,820
| – | – | 0.01% | 342 |
|
|
2013
Q4 | $31K | Hold |
2,820
| – | – | 0.01% | 326 |
|
|
2013
Q3 | $33K | Hold |
2,820
| – | – | 0.01% | 304 |
|
|
2013
Q2 | $32K | Buy |
+2,820
| New | +$32K | 0.02% | 274 |
|