Kovitz Investment Group Partners’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 | $2.44M | Sell |
31,175
-18,924
| -38% | -$1.48M | 0.01% | 583 |
|
|
2025
Q1 | $3.63M | Buy |
50,099
+6,842
| +16% | +$496K | 0.02% | 466 |
|
|
2024
Q4 | $3.2M | Buy |
43,257
+20,218
| +88% | +$1.5M | 0.02% | 486 |
|
|
2024
Q3 | $880K | Buy |
23,039
+9,093
| +65% | +$347K | 0.01% | 647 |
|
|
2024
Q2 | $1.29M | Buy |
13,946
+9,229
| +196% | +$853K | 0.01% | 487 |
|
|
2024
Q1 | $451K | Buy |
4,717
+1,813
| +62% | +$173K | 0.01% | 521 |
|
|
2023
Q4 | $221K | Sell |
2,904
-540
| -16% | -$41.2K | ﹤0.01% | 390 |
|
|
2023
Q3 | $239K | Sell |
3,444
-91
| -3% | -$6.3K | ﹤0.01% | 368 |
|
|
2023
Q2 | $333K | Sell |
3,535
-95
| -3% | -$8.96K | ﹤0.01% | 359 |
|
|
2023
Q1 | $300K | Buy |
+3,630
| New | +$300K | 0.01% | 371 |
|
|
2022
Q4 | – | Sell |
-4,780
| Closed | -$395K | – | 390 |
|
|
2022
Q3 | $395K | Sell |
4,780
-51,628
| -92% | -$4.27M | 0.01% | 337 |
|
|
2022
Q2 | $5.36M | Buy |
+56,408
| New | +$5.36M | 0.12% | 136 |
|
|
2021
Q4 | – | Sell |
-21,672
| Closed | -$2.45M | – | 412 |
|
|
2021
Q3 | $2.45M | Sell |
21,672
-129
| -0.6% | -$14.6K | 0.05% | 212 |
|
|
2021
Q2 | $2.26M | Buy |
+21,801
| New | +$2.26M | 0.04% | 227 |
|