KCM Investment Advisors’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 | $243K | Hold |
3,101
| – | – | 0.01% | 347 |
|
|
2025
Q1 | $225K | Sell |
3,101
-999
| -24% | -$72.4K | 0.01% | 339 |
|
|
2024
Q4 | $304K | Buy |
4,100
+51
| +1% | +$3.78K | 0.01% | 311 |
|
|
2024
Q3 | $267K | Hold |
4,049
| – | – | 0.01% | 333 |
|
|
2024
Q2 | $374K | Hold |
4,049
| – | – | 0.01% | 289 |
|
|
2024
Q1 | $387K | Hold |
4,049
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $309K | Sell |
4,049
-447
| -10% | -$34.1K | 0.01% | 310 |
|
|
2023
Q3 | $311K | Buy |
+4,496
| New | +$311K | 0.01% | 304 |
|
|
2023
Q2 | – | Sell |
-4,496
| Closed | -$372K | – | 388 |
|
|
2023
Q1 | $372K | Sell |
4,496
-469
| -9% | -$38.8K | 0.02% | 307 |
|
|
2022
Q4 | $370K | Sell |
4,965
-112
| -2% | -$8.35K | 0.02% | 302 |
|
|
2022
Q3 | $420K | Sell |
5,077
-182
| -3% | -$15.1K | 0.02% | 271 |
|
|
2022
Q2 | $500K | Sell |
5,259
-133
| -2% | -$12.6K | 0.02% | 261 |
|
|
2022
Q1 | $635K | Buy |
5,392
+142
| +3% | +$16.7K | 0.02% | 253 |
|
|
2021
Q4 | $680K | Buy |
5,250
+68
| +1% | +$8.81K | 0.02% | 257 |
|
|
2021
Q3 | $587K | Buy |
5,182
+242
| +5% | +$27.4K | 0.02% | 256 |
|
|
2021
Q2 | $512K | Buy |
+4,940
| New | +$512K | 0.02% | 262 |
|
|
2021
Q1 | – | Sell |
-4,214
| Closed | -$384K | – | 372 |
|
|
2020
Q4 | $384K | Sell |
4,214
-200
| -5% | -$18.2K | 0.02% | 269 |
|
|
2020
Q3 | $352K | Sell |
4,414
-115
| -3% | -$9.17K | 0.02% | 254 |
|
|
2020
Q2 | $313K | Sell |
4,529
-373
| -8% | -$25.8K | 0.02% | 274 |
|
|
2020
Q1 | $308K | Buy |
4,902
+471
| +11% | +$29.6K | 0.02% | 262 |
|
|
2019
Q4 | $345K | Sell |
4,431
-366
| -8% | -$28.5K | 0.02% | 277 |
|
|
2019
Q3 | $352K | Hold |
4,797
| – | – | 0.02% | 272 |
|
|
2019
Q2 | $295K | Sell |
4,797
-906
| -16% | -$55.7K | 0.02% | 278 |
|
|
2019
Q1 | $364K | Sell |
5,703
-387
| -6% | -$24.7K | 0.02% | 257 |
|
|
2018
Q4 | $311K | Sell |
6,090
-198
| -3% | -$10.1K | 0.02% | 409 |
|
|
2018
Q3 | $365K | Buy |
+6,288
| New | +$365K | 0.02% | 408 |
|
|
2017
Q1 | – | Sell |
-6,852
| Closed | -$214K | – | 544 |
|
|
2016
Q4 | $214K | Buy |
+6,852
| New | +$214K | 0.01% | 502 |
|