Montag & Associates’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 | $3.91M | Hold |
50,007
| – | – | 0.19% | 112 |
|
|
2025
Q1 | $3.62M | Sell |
50,007
-60
| -0.1% | -$4.35K | 0.18% | 115 |
|
|
2024
Q4 | $3.71M | Sell |
50,067
-1,886
| -4% | -$140K | 0.18% | 122 |
|
|
2024
Q3 | $3.43M | Hold |
51,953
| – | – | 0.16% | 130 |
|
|
2024
Q2 | $4.8M | Hold |
51,953
| – | – | 0.24% | 88 |
|
|
2024
Q1 | $4.96M | Hold |
51,953
| – | – | 0.25% | 94 |
|
|
2023
Q4 | $3.96M | Sell |
51,953
-208
| -0.4% | -$15.9K | 0.22% | 98 |
|
|
2023
Q3 | $3.61M | Sell |
52,161
-6,178
| -11% | -$428K | 0.23% | 95 |
|
|
2023
Q2 | $5.5M | Sell |
58,339
-3,471
| -6% | -$327K | 0.34% | 71 |
|
|
2023
Q1 | $5.11M | Sell |
61,810
-3,178
| -5% | -$263K | 0.33% | 76 |
|
|
2022
Q4 | $4.85M | Sell |
64,988
-48,014
| -42% | -$3.58M | 0.32% | 78 |
|
|
2022
Q3 | $9.34M | Buy |
113,002
+8,001
| +8% | +$661K | 0.65% | 36 |
|
|
2022
Q2 | $9.99M | Sell |
105,001
-457
| -0.4% | -$43.5K | 0.65% | 35 |
|
|
2022
Q1 | $12.4M | Sell |
105,458
-2,322
| -2% | -$273K | 0.66% | 32 |
|
|
2021
Q4 | $14M | Sell |
107,780
-538
| -0.5% | -$69.7K | 0.69% | 32 |
|
|
2021
Q3 | $12.3M | Buy |
108,318
+13,659
| +14% | +$1.55M | 0.66% | 35 |
|
|
2021
Q2 | $9.8M | Sell |
94,659
-485
| -0.5% | -$50.2K | 0.52% | 46 |
|
|
2021
Q1 | $7.96M | Sell |
95,144
-3,767
| -4% | -$315K | 0.45% | 62 |
|
|
2020
Q4 | $9.02M | Buy |
98,911
+4,780
| +5% | +$436K | 0.55% | 51 |
|
|
2020
Q3 | $7.51M | Buy |
94,131
+2,013
| +2% | +$161K | 0.61% | 45 |
|
|
2020
Q2 | $6.37M | Buy |
92,118
+1,230
| +1% | +$85K | 0.56% | 48 |
|
|
2020
Q1 | $5.71M | Buy |
90,888
+23,958
| +36% | +$1.51M | 0.57% | 49 |
|
|
2019
Q4 | $5.21M | Sell |
66,930
-2,280
| -3% | -$177K | 0.42% | 65 |
|
|
2019
Q3 | $5.07M | Sell |
69,210
-1,569
| -2% | -$115K | 0.44% | 59 |
|
|
2019
Q2 | $4.36M | Sell |
70,779
-360
| -0.5% | -$22.2K | 0.39% | 64 |
|
|
2019
Q1 | $4.54M | Sell |
71,139
-180
| -0.3% | -$11.5K | 0.42% | 63 |
|
|
2018
Q4 | $3.64M | Sell |
71,319
-1,185
| -2% | -$60.5K | 0.39% | 67 |
|
|
2018
Q3 | $4.21M | Sell |
72,504
-156
| -0.2% | -$9.05K | 0.37% | 68 |
|
|
2018
Q2 | $3.53M | Sell |
72,660
-6,642
| -8% | -$322K | 0.36% | 75 |
|
|
2018
Q1 | $3.69M | Sell |
79,302
-1,248
| -2% | -$58K | 0.38% | 74 |
|
|
2017
Q4 | $3.03M | Sell |
80,550
-2,145
| -3% | -$80.6K | 0.29% | 104 |
|
|
2017
Q3 | $3.01M | Sell |
82,695
-11,460
| -12% | -$418K | 0.32% | 91 |
|
|
2017
Q2 | $3.71M | Sell |
94,155
-3,405
| -3% | -$134K | 0.42% | 64 |
|
|
2017
Q1 | $3.06M | Sell |
97,560
-1,200
| -1% | -$37.6K | 0.34% | 86 |
|
|
2016
Q4 | $3.09M | Hold |
98,760
| – | – | 0.36% | 85 |
|
|
2016
Q3 | $3.97M | Sell |
98,760
-3,000
| -3% | -$121K | 0.5% | 67 |
|
|
2016
Q2 | $3.38M | Sell |
101,760
-9,900
| -9% | -$329K | 0.45% | 75 |
|
|
2016
Q1 | $3.28M | Sell |
111,660
-18,540
| -14% | -$545K | 0.46% | 69 |
|
|
2015
Q4 | $3.43M | Sell |
130,200
-25,728
| -16% | -$677K | 0.5% | 64 |
|
|
2015
Q3 | $3.7M | Sell |
155,928
-98,574
| -39% | -$2.34M | 0.58% | 60 |
|
|
2015
Q2 | $6.04M | Sell |
254,502
-1,830
| -0.7% | -$43.4K | 0.88% | 35 |
|
|
2015
Q1 | $6.09M | Sell |
256,332
-16,914
| -6% | -$402K | 0.88% | 32 |
|
|
2014
Q4 | $5.8M | Sell |
273,246
-102,204
| -27% | -$2.17M | 0.87% | 35 |
|
|
2014
Q3 | $6.39M | Sell |
375,450
-12,336
| -3% | -$210K | 1.05% | 22 |
|
|
2014
Q2 | $5.55M | Buy |
387,786
+148,290
| +62% | +$2.12M | 0.9% | 31 |
|
|
2014
Q1 | $2.96M | Buy |
+239,496
| New | +$2.96M | 0.5% | 69 |
|