Neville Rodie & Shaw’s Edwards Lifesciences EW Stock Holding History

Neville Rodie & Shaw’s Portfolio EW Stock Details EW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.24M	Hold
2025 Q2	$1.24M	Sell
2025 Q1	$1.41M	Sell
2024 Q4	$1.5M	Hold
2024 Q3	$1.34M	Sell
2024 Q2	$1.93M	Hold
2024 Q1	$1.99M	Sell
2023 Q4	$1.62M	Sell
2023 Q3	$2.2M	Sell
2023 Q2	$3M	Hold
2023 Q1	$2.63M	Hold
2022 Q4	$2.37M	Hold
2022 Q3	$2.63M	Hold
2022 Q2	$3.02M	Hold
2022 Q1	$3.91M	Hold
2021 Q4	$4.12M	Hold
2021 Q3	$3.6M	Hold
2021 Q2	$3.29M	Hold
2021 Q1	$2.66M	Hold
2020 Q4	$2.9M	Hold
2020 Q3	$2.54M	Hold
2020 Q2	$2.2M	Hold
2020 Q1	$2M	Hold
2019 Q4	$2.47M	Hold
2019 Q3	$2.33M	Hold
2019 Q2	$1.96M	Hold
2019 Q1	$2.03M	Hold
2018 Q4	$1.62M	Hold
2018 Q3	$1.84M	Hold
2018 Q2	$1.54M	Hold
2018 Q1	$1.48M	Hold
2017 Q4	$1.2M	Hold
2017 Q3	$1.16M	Hold
2017 Q2	$1.25M	Hold
2017 Q1	$997K	Sell
2016 Q4	$1.02M	Hold
2016 Q3	$1.31M	Hold
2016 Q2	$1.08M	Hold
2016 Q1	$960K	Hold
2015 Q4	$859K	Hold
2015 Q3	$773K	Hold
2015 Q2	$775K	Hold
2015 Q1	$775K	Hold
2014 Q4	$693K	Hold
2014 Q3	$556K	Buy