Leavell Investment Management’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 | $276K | Buy |
3,526
+53
| +2% | +$4.15K | 0.01% | 504 |
|
|
2025
Q1 | $252K | Hold |
3,473
| – | – | 0.01% | 491 |
|
|
2024
Q4 | $257K | Sell |
3,473
-6,450
| -65% | -$477K | 0.01% | 485 |
|
|
2024
Q3 | $655K | Buy |
9,923
+321
| +3% | +$21.2K | 0.03% | 344 |
|
|
2024
Q2 | $887K | Hold |
9,602
| – | – | 0.05% | 285 |
|
|
2024
Q1 | $918K | Buy |
9,602
+258
| +3% | +$24.7K | 0.05% | 278 |
|
|
2023
Q4 | $712K | Hold |
9,344
| – | – | 0.05% | 295 |
|
|
2023
Q3 | $647K | Buy |
9,344
+40
| +0.4% | +$2.77K | 0.05% | 304 |
|
|
2023
Q2 | $878K | Hold |
9,304
| – | – | 0.06% | 268 |
|
|
2023
Q1 | $770K | Hold |
9,304
| – | – | 0.05% | 278 |
|
|
2022
Q4 | $694K | Hold |
9,304
| – | – | 0.05% | 283 |
|
|
2022
Q3 | $769K | Sell |
9,304
-400
| -4% | -$33.1K | 0.06% | 260 |
|
|
2022
Q2 | $923K | Hold |
9,704
| – | – | 0.07% | 235 |
|
|
2022
Q1 | $1.14M | Hold |
9,704
| – | – | 0.08% | 221 |
|
|
2021
Q4 | $1.26M | Hold |
9,704
| – | – | 0.08% | 212 |
|
|
2021
Q3 | $1.1M | Hold |
9,704
| – | – | 0.08% | 208 |
|
|
2021
Q2 | $812K | Hold |
9,704
| – | – | 0.07% | 229 |
|
|
2021
Q1 | $812K | Sell |
9,704
-296
| -3% | -$24.8K | 0.07% | 229 |
|
|
2020
Q4 | $912K | Hold |
10,000
| – | – | 0.08% | 203 |
|
|
2020
Q3 | $798K | Hold |
10,000
| – | – | 0.07% | 208 |
|
|
2020
Q2 | $691K | Buy |
10,000
+400
| +4% | +$27.6K | 0.07% | 215 |
|
|
2020
Q1 | $604K | Buy |
9,600
+4,800
| +100% | +$302K | 0.07% | 205 |
|
|
2019
Q4 | $373K | Hold |
4,800
| – | – | 0.03% | 294 |
|
|
2019
Q3 | $352K | Hold |
4,800
| – | – | 0.04% | 300 |
|
|
2019
Q2 | $296K | Hold |
4,800
| – | – | 0.03% | 319 |
|
|
2019
Q1 | $306K | Hold |
4,800
| – | – | 0.03% | 310 |
|
|
2018
Q4 | $245K | Sell |
4,800
-600
| -11% | -$30.6K | 0.03% | 330 |
|
|
2018
Q3 | $313K | Buy |
+5,400
| New | +$313K | 0.03% | 316 |
|