Lee, Danner & Bass’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 | $436K | Hold |
5,576
| – | – | 0.03% | 174 |
|
|
2025
Q1 | $404K | Hold |
5,576
| – | – | 0.03% | 183 |
|
|
2024
Q4 | $413K | Sell |
5,576
-300
| -5% | -$22.2K | 0.03% | 181 |
|
|
2024
Q3 | $388K | Hold |
5,876
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $543K | Buy |
+5,876
| New | +$543K | 0.04% | 161 |
|
|
2023
Q4 | $448K | Hold |
5,876
| – | – | 0.04% | 161 |
|
|
2023
Q3 | $407K | Hold |
5,876
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $554K | Buy |
5,876
+31
| +0.5% | +$2.92K | 0.05% | 154 |
|
|
2023
Q1 | $484K | Hold |
5,845
| – | – | 0.04% | 156 |
|
|
2022
Q4 | $436K | Hold |
5,845
| – | – | 0.04% | 157 |
|
|
2022
Q3 | $483K | Hold |
5,845
| – | – | 0.05% | 153 |
|
|
2022
Q2 | $556K | Buy |
5,845
+855
| +17% | +$81.3K | 0.06% | 146 |
|
|
2022
Q1 | $587K | Buy |
4,990
+300
| +6% | +$35.3K | 0.05% | 148 |
|
|
2021
Q4 | $608K | Hold |
4,690
| – | – | 0.05% | 145 |
|
|
2021
Q3 | $531K | Hold |
4,690
| – | – | 0.05% | 150 |
|
|
2021
Q2 | $486K | Hold |
4,690
| – | – | 0.04% | 152 |
|
|
2021
Q1 | $392K | Hold |
4,690
| – | – | 0.04% | 156 |
|
|
2020
Q4 | $428K | Sell |
4,690
-100
| -2% | -$9.13K | 0.05% | 148 |
|
|
2020
Q3 | $382K | Sell |
4,790
-1,372
| -22% | -$109K | 0.05% | 145 |
|
|
2020
Q2 | $426K | Buy |
6,162
+90
| +1% | +$6.22K | 0.05% | 139 |
|
|
2020
Q1 | $382K | Hold |
6,072
| – | – | 0.05% | 136 |
|
|
2019
Q4 | $472K | Hold |
6,072
| – | – | 0.05% | 144 |
|
|
2019
Q3 | $445K | Hold |
6,072
| – | – | 0.05% | 147 |
|
|
2019
Q2 | $374K | Hold |
6,072
| – | – | 0.04% | 150 |
|
|
2019
Q1 | $387K | Buy |
+6,072
| New | +$387K | 0.04% | 148 |
|