Laurie J. Hall Trustee’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 | $497K | Hold |
6,360
| – | – | 0.16% | 82 |
|
|
2025
Q1 | $461K | Sell |
6,360
-375
| -6% | -$27.2K | 0.16% | 82 |
|
|
2024
Q4 | $498K | Hold |
6,735
| – | – | 0.16% | 86 |
|
|
2024
Q3 | $445K | Buy |
6,735
+2,100
| +45% | +$139K | 0.14% | 91 |
|
|
2024
Q2 | $429K | Hold |
4,635
| – | – | 0.15% | 81 |
|
|
2024
Q1 | $443K | Hold |
4,635
| – | – | 0.16% | 81 |
|
|
2023
Q4 | $354K | Hold |
4,635
| – | – | 0.14% | 84 |
|
|
2023
Q3 | $321K | Hold |
4,635
| – | – | 0.14% | 81 |
|
|
2023
Q2 | $436K | Hold |
4,635
| – | – | 0.17% | 76 |
|
|
2023
Q1 | $383K | Sell |
4,635
-130
| -3% | -$10.7K | 0.16% | 77 |
|
|
2022
Q4 | $356K | Sell |
4,765
-100
| -2% | -$7.47K | 0.16% | 80 |
|
|
2022
Q3 | $402K | Sell |
4,865
-70
| -1% | -$5.78K | 0.2% | 75 |
|
|
2022
Q2 | $470K | Hold |
4,935
| – | – | 0.22% | 75 |
|
|
2022
Q1 | $580K | Hold |
4,935
| – | – | 0.22% | 73 |
|
|
2021
Q4 | $640K | Sell |
4,935
-25
| -0.5% | -$3.24K | 0.23% | 73 |
|
|
2021
Q3 | $561K | Sell |
4,960
-340
| -6% | -$38.5K | 0.22% | 73 |
|
|
2021
Q2 | $550K | Sell |
5,300
-490
| -8% | -$50.8K | 0.21% | 74 |
|
|
2021
Q1 | $483K | Sell |
5,790
-5,790
| -50% | -$483K | 0.19% | 80 |
|
|
2020
Q4 | $1.06M | Buy |
11,580
+5,790
| +100% | +$528K | 0.43% | 59 |
|
|
2020
Q3 | $462K | Buy |
+5,790
| New | +$462K | 0.21% | 74 |
|
|
2019
Q4 | $450K | Hold |
5,790
| – | – | 0.21% | 75 |
|
|
2019
Q3 | $424K | Sell |
5,790
-450
| -7% | -$33K | 0.22% | 75 |
|
|
2019
Q2 | $384K | Hold |
6,240
| – | – | 0.2% | 79 |
|
|
2019
Q1 | $398K | Sell |
6,240
-225
| -3% | -$14.4K | 0.21% | 73 |
|
|
2018
Q4 | $383K | Hold |
6,465
| – | – | 0.21% | 75 |
|
|
2018
Q3 | $375K | Hold |
6,465
| – | – | 0.2% | 77 |
|
|
2018
Q2 | $313K | Sell |
6,465
-225
| -3% | -$10.9K | 0.18% | 79 |
|
|
2018
Q1 | $310K | Sell |
6,690
-225
| -3% | -$10.4K | 0.19% | 77 |
|
|
2017
Q4 | $260K | Buy |
6,915
+600
| +10% | +$22.6K | 0.15% | 86 |
|
|
2017
Q3 | $230K | Hold |
6,315
| – | – | 0.14% | 82 |
|
|
2017
Q2 | $249K | Hold |
6,315
| – | – | 0.16% | 80 |
|
|
2017
Q1 | $196K | Hold |
6,315
| – | – | 0.12% | 95 |
|
|
2016
Q4 | $204K | Buy |
+6,315
| New | +$204K | 0.13% | 88 |
|
|
2016
Q2 | $243K | Sell |
6,990
-2,100
| -23% | -$73K | 0.16% | 81 |
|
|
2016
Q1 | $328K | Sell |
9,090
-150
| -2% | -$5.41K | 0.21% | 76 |
|
|
2015
Q4 | $260K | Hold |
9,240
| – | – | 0.19% | 80 |
|
|
2015
Q3 | $219K | Sell |
9,240
-300
| -3% | -$7.11K | 0.17% | 82 |
|
|
2015
Q2 | $226K | Sell |
9,540
-300
| -3% | -$7.11K | 0.16% | 85 |
|
|
2015
Q1 | $234K | Sell |
9,840
-2,400
| -20% | -$57.1K | 0.17% | 86 |
|
|
2014
Q4 | $260K | Hold |
12,240
| – | – | 0.19% | 81 |
|
|
2014
Q3 | $208K | Buy |
+12,240
| New | +$208K | 0.16% | 85 |
|