Montag & Caldwell’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 | $7.07M | Buy |
90,353
+1,940
| +2% | +$152K | 1.55% | 29 |
|
|
2025
Q1 | $6.41M | Sell |
88,413
-3,446
| -4% | -$250K | 1.49% | 29 |
|
|
2024
Q4 | $6.8M | Sell |
91,859
-9,332
| -9% | -$691K | 1.45% | 28 |
|
|
2024
Q3 | $6.68M | Sell |
101,191
-83,359
| -45% | -$5.5M | 1.36% | 28 |
|
|
2024
Q2 | $17M | Sell |
184,550
-46,850
| -20% | -$4.33M | 3.44% | 9 |
|
|
2024
Q1 | $22.1M | Buy |
231,400
+14,333
| +7% | +$1.37M | 3.81% | 6 |
|
|
2023
Q4 | $16.6M | Sell |
217,067
-160,811
| -43% | -$12.3M | 2.89% | 18 |
|
|
2023
Q3 | $26.2M | Buy |
377,878
+72,686
| +24% | +$5.04M | 3.36% | 11 |
|
|
2023
Q2 | $28.8M | Sell |
305,192
-3,381
| -1% | -$319K | 3.51% | 8 |
|
|
2023
Q1 | $25.5M | Sell |
308,573
-641
| -0.2% | -$53K | 3.43% | 10 |
|
|
2022
Q4 | $23.1M | Buy |
309,214
+118,346
| +62% | +$8.83M | 3.35% | 11 |
|
|
2022
Q3 | $15.8M | Buy |
190,868
+95,740
| +101% | +$7.91M | 2.34% | 20 |
|
|
2022
Q2 | $9.05M | Sell |
95,128
-91,986
| -49% | -$8.75M | 1.31% | 29 |
|
|
2022
Q1 | $22M | Sell |
187,114
-2,000
| -1% | -$235K | 2.45% | 22 |
|
|
2021
Q4 | $24.5M | Sell |
189,114
-22,880
| -11% | -$2.96M | 2.36% | 22 |
|
|
2021
Q3 | $24M | Sell |
211,994
-6,091
| -3% | -$690K | 2.21% | 23 |
|
|
2021
Q2 | $22.6M | Sell |
218,085
-12,464
| -5% | -$1.29M | 2.04% | 28 |
|
|
2021
Q1 | $19.3M | Sell |
230,549
-183,165
| -44% | -$15.3M | 1.76% | 30 |
|
|
2020
Q4 | $37.5M | Buy |
413,714
+14,434
| +4% | +$1.31M | 2.07% | 27 |
|
|
2020
Q3 | $31.9M | Sell |
399,280
-8,581
| -2% | -$685K | 1.94% | 29 |
|
|
2020
Q2 | $28.2M | Sell |
407,861
-96,028
| -19% | -$6.64M | 1.87% | 28 |
|
|
2020
Q1 | $31.7M | Sell |
503,889
-69,867
| -12% | -$4.39M | 2.1% | 27 |
|
|
2019
Q4 | $44.6M | Sell |
573,756
-27,351
| -5% | -$2.13M | 2.13% | 25 |
|
|
2019
Q3 | $44.1M | Sell |
601,107
-9,918
| -2% | -$727K | 2.27% | 25 |
|
|
2019
Q2 | $37.6M | Sell |
611,025
-12,201
| -2% | -$751K | 1.94% | 28 |
|
|
2019
Q1 | $39.7M | Sell |
623,226
-53,919
| -8% | -$3.44M | 2.07% | 26 |
|
|
2018
Q4 | $34.6M | Sell |
677,145
-418,905
| -38% | -$21.4M | 1.89% | 29 |
|
|
2018
Q3 | $63.6M | Sell |
1,096,050
-613,665
| -36% | -$35.6M | 2.48% | 24 |
|
|
2018
Q2 | $83M | Sell |
1,709,715
-1,094,589
| -39% | -$53.1M | 3.3% | 13 |
|
|
2018
Q1 | $130M | Buy |
2,804,304
+110,619
| +4% | +$5.14M | 4.74% | 2 |
|
|
2017
Q4 | $101M | Sell |
2,693,685
-287,505
| -10% | -$10.8M | 3.18% | 13 |
|
|
2017
Q3 | $109M | Sell |
2,981,190
-191,013
| -6% | -$6.96M | 3.34% | 12 |
|
|
2017
Q2 | $125M | Sell |
3,172,203
-298,350
| -9% | -$11.8M | 3.69% | 9 |
|
|
2017
Q1 | $109M | Sell |
3,470,553
-892,437
| -20% | -$28M | 3.12% | 18 |
|
|
2016
Q4 | $136M | Buy |
4,362,990
+4,322,556
| +10,690% | +$135M | 3.29% | 19 |
|
|
2016
Q3 | $1.63M | Buy |
40,434
+3,837
| +10% | +$154K | 0.03% | 33 |
|
|
2016
Q2 | $1.22M | Buy |
36,597
+60
| +0.2% | +$2K | 0.02% | 42 |
|
|
2016
Q1 | $1.07M | Buy |
36,537
+17,103
| +88% | +$503K | 0.02% | 44 |
|
|
2015
Q4 | $512K | Buy |
19,434
+342
| +2% | +$9.01K | 0.01% | 74 |
|
|
2015
Q3 | $452K | Buy |
19,092
+480
| +3% | +$11.4K | 0.01% | 76 |
|
|
2015
Q2 | $442K | Buy |
+18,612
| New | +$442K | 0.01% | 85 |
|
|
2013
Q3 | – | Sell |
-58,770
| Closed | -$658K | – | 99 |
|
|
2013
Q2 | $658K | Buy |
+58,770
| New | +$658K | ﹤0.01% | 82 |
|