MAI Capital Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.09M | Buy |
88,480
+532
| +0.6% | +$43.9K | 0.04% | 342 |
|
|
2025
Q4 | $7.5M | Sell |
87,948
-1,369
| -2% | -$112K | 0.04% | 324 |
|
|
2025
Q3 | $6.95M | Buy |
89,317
+2,783
| +3% | +$217K | 0.04% | 310 |
|
|
2025
Q2 | $6.77M | Buy |
86,534
+607
| +0.7% | +$45.3K | 0.05% | 289 |
|
|
2025
Q1 | $6.23M | Buy |
85,927
+21,192
| +33% | +$1.52M | 0.05% | 291 |
|
|
2024
Q4 | $4.79M | Buy |
64,735
+1,127
| +2% | +$78.9K | 0.04% | 325 |
|
|
2024
Q3 | $4.2M | Buy |
63,608
+152
| +0.2% | +$11K | 0.04% | 277 |
|
|
2024
Q2 | $5.86M | Buy |
63,456
+1,463
| +2% | +$130K | 0.06% | 237 |
|
|
2024
Q1 | $5.92M | Buy |
61,993
+1,610
| +3% | +$135K | 0.06% | 227 |
|
|
2023
Q4 | $4.6M | Buy |
60,383
+49,772
| +469% | +$3.46M | 0.06% | 212 |
|
|
2023
Q3 | $735K | Buy |
10,611
+351
| +3% | +$28.2K | 0.01% | 515 |
|
|
2023
Q2 | $968K | Sell |
10,260
-503
| -5% | -$43.7K | 0.01% | 440 |
|
|
2023
Q1 | $890K | Buy |
10,763
+1,586
| +17% | +$125K | 0.01% | 454 |
|
|
2022
Q4 | $685K | Sell |
9,177
-164
| -2% | -$12.6K | 0.01% | 521 |
|
|
2022
Q3 | $772K | Sell |
9,341
-1,272
| -12% | -$122K | 0.01% | 427 |
|
|
2022
Q2 | $1.01M | Buy |
10,613
+963
| +10% | +$99.7K | 0.02% | 373 |
|
|
2022
Q1 | $1.14M | Buy |
9,650
+654
| +7% | +$73.4K | 0.02% | 372 |
|
|
2021
Q4 | $1.17M | Buy |
8,996
+5,268
| +141% | +$614K | 0.02% | 380 |
|
|
2021
Q3 | $422K | Buy |
3,728
+756
| +25% | +$86.3K | 0.01% | 551 |
|
|
2021
Q2 | $308K | Buy |
2,972
+86
| +3% | +$8.11K | 0.01% | 593 |
|
|
2021
Q1 | $241K | Buy |
2,886
+156
| +6% | +$13.2K | 0.01% | 634 |
|
|
2020
Q4 | $249K | Sell |
2,730
-121
| -4% | -$10K | 0.01% | 577 |
|
|
2020
Q3 | $228K | Sell |
2,851
-758
| -21% | -$59.1K | 0.01% | 524 |
|
|
2020
Q2 | $249K | Buy |
3,609
+105
| +3% | +$7.46K | 0.01% | 482 |
|
|
2020
Q1 | $220K | Buy |
3,504
+438
| +14% | +$31.6K | 0.01% | 481 |
|
|
2019
Q4 | $238K | Buy |
3,066
+3
| +0.1% | +$234 | 0.01% | 508 |
|
|
2019
Q3 | $225K | Buy |
+3,063
| New | +$215K | 0.01% | 474 |
|
|
2019
Q2 | – | Sell |
-3,201
| Closed | -$204K | – | 553 |
|
|
2019
Q1 | $204K | Buy |
+3,201
| New | +$183K | 0.01% | 433 |
|
Other funds holding EW
VCM
VPM