LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
36,927
-4,966
| -12% | -$388K | 0.03% | 108 |
|
|
2025
Q1 | $2.95M | Sell |
41,893
-11,519
| -22% | -$812K | 0.03% | 107 |
|
|
2024
Q4 | $3.7M | Sell |
53,412
-5,686
| -10% | -$393K | 0.03% | 110 |
|
|
2024
Q3 | $4.16M | Sell |
59,098
-46,746
| -44% | -$3.29M | 0.04% | 105 |
|
|
2024
Q2 | $9.29M | Sell |
105,844
-27,458
| -21% | -$2.41M | 0.09% | 70 |
|
|
2024
Q1 | $11.6M | Sell |
133,302
-52,589
| -28% | -$4.57M | 0.12% | 66 |
|
|
2023
Q4 | $14.6M | Sell |
185,891
-279,095
| -60% | -$21.9M | 0.14% | 63 |
|
|
2023
Q3 | $30.5M | Sell |
464,986
-420,027
| -47% | -$27.5M | 0.34% | 52 |
|
|
2023
Q2 | $83.5M | Sell |
885,013
-53,897
| -6% | -$5.08M | 0.89% | 31 |
|
|
2023
Q1 | $77.7M | Sell |
938,910
-31,638
| -3% | -$2.62M | 0.89% | 31 |
|
|
2022
Q4 | $72.4M | Sell |
970,548
-9,654
| -1% | -$720K | 0.9% | 30 |
|
|
2022
Q3 | $81M | Buy |
980,202
+13,709
| +1% | +$1.13M | 1.05% | 29 |
|
|
2022
Q2 | $91.9M | Buy |
966,493
+1,550
| +0.2% | +$147K | 1.13% | 27 |
|
|
2022
Q1 | $114M | Buy |
964,943
+2,140
| +0.2% | +$252K | 1.17% | 29 |
|
|
2021
Q4 | $125M | Sell |
962,803
-16,810
| -2% | -$2.18M | 1.14% | 31 |
|
|
2021
Q3 | $111M | Buy |
979,613
+2,502
| +0.3% | +$283K | 1.1% | 30 |
|
|
2021
Q2 | $101M | Sell |
977,111
-1,630
| -0.2% | -$169K | 1.02% | 31 |
|
|
2021
Q1 | $81.9M | Buy |
978,741
+11,294
| +1% | +$945K | 0.91% | 36 |
|
|
2020
Q4 | $88.3M | Buy |
967,447
+145,374
| +18% | +$13.3M | 0.99% | 33 |
|
|
2020
Q3 | $65.6M | Buy |
822,073
+317,785
| +63% | +$25.4M | 0.82% | 35 |
|
|
2020
Q2 | $34.9M | Buy |
504,288
+409,849
| +434% | +$28.3M | 0.48% | 42 |
|
|
2020
Q1 | $17.8M | Buy |
94,439
+3,732
| +4% | +$704K | 0.3% | 55 |
|
|
2019
Q4 | $21.2M | Buy |
90,707
+1,957
| +2% | +$457K | 0.29% | 58 |
|
|
2019
Q3 | $19.5M | Buy |
88,750
+6,097
| +7% | +$1.34M | 0.28% | 57 |
|
|
2019
Q2 | $15.3M | Buy |
82,653
+6,344
| +8% | +$1.17M | 0.22% | 61 |
|
|
2019
Q1 | $14.6M | Buy |
76,309
+1,369
| +2% | +$262K | 0.22% | 60 |
|
|
2018
Q4 | $11.5M | Buy |
74,940
+2,584
| +4% | +$396K | 0.21% | 65 |
|
|
2018
Q3 | $12.6M | Sell |
72,356
-850
| -1% | -$148K | 0.2% | 68 |
|
|
2018
Q2 | $10.7M | Buy |
73,206
+70
| +0.1% | +$10.2K | 0.19% | 71 |
|
|
2018
Q1 | $10.2M | Buy |
73,136
+59,476
| +435% | +$8.3M | 0.19% | 78 |
|
|
2017
Q4 | $1.54M | Buy |
13,660
+5,540
| +68% | +$625K | 0.03% | 140 |
|
|
2017
Q3 | $888K | Buy |
8,120
+5,344
| +193% | +$584K | 0.02% | 163 |
|
|
2017
Q2 | $320K | Buy |
2,776
+76
| +3% | +$8.76K | 0.01% | 227 |
|
|
2017
Q1 | $254K | Buy |
2,700
+2,300
| +575% | +$216K | 0.01% | 251 |
|
|
2016
Q4 | $37K | Sell |
400
-300
| -43% | -$27.8K | ﹤0.01% | 420 |
|
|
2016
Q3 | $84K | Hold |
700
| – | – | ﹤0.01% | 350 |
|
|
2016
Q2 | $70K | Buy |
700
+400
| +133% | +$40K | ﹤0.01% | 362 |
|
|
2016
Q1 | $26K | Hold |
300
| – | – | ﹤0.01% | 461 |
|
|
2015
Q4 | $24K | Buy |
300
+150
| +100% | +$12K | ﹤0.01% | 496 |
|
|
2015
Q3 | $21K | Hold |
150
| – | – | ﹤0.01% | 486 |
|
|
2015
Q2 | $21K | Hold |
150
| – | – | ﹤0.01% | 486 |
|
|
2015
Q1 | $21K | Hold |
150
| – | – | ﹤0.01% | 502 |
|
|
2014
Q4 | $19K | Hold |
150
| – | – | ﹤0.01% | 503 |
|
|
2014
Q3 | $15K | Hold |
150
| – | – | ﹤0.01% | 500 |
|
|
2014
Q2 | $13K | Hold |
150
| – | – | ﹤0.01% | 537 |
|
|
2014
Q1 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 541 |
|
|
2013
Q4 | – | Sell |
-520
| Closed | -$36K | – | 601 |
|
|
2013
Q3 | $36K | Sell |
520
-200
| -28% | -$13.8K | ﹤0.01% | 393 |
|
|
2013
Q2 | $48K | Buy |
+720
| New | +$48K | ﹤0.01% | 389 |
|