Patten & Patten’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 | $10.5M | Sell |
133,993
-14,768
| -10% | -$1.16M | 0.68% | 40 |
|
|
2025
Q1 | $10.8M | Sell |
148,761
-5,419
| -4% | -$393K | 0.72% | 37 |
|
|
2024
Q4 | $11.4M | Sell |
154,180
-10,724
| -7% | -$794K | 0.75% | 40 |
|
|
2024
Q3 | $10.9M | Buy |
164,904
+11,512
| +8% | +$760K | 0.72% | 40 |
|
|
2024
Q2 | $14.2M | Sell |
153,392
-3,070
| -2% | -$284K | 0.99% | 31 |
|
|
2024
Q1 | $15M | Sell |
156,462
-5,965
| -4% | -$570K | 1.06% | 24 |
|
|
2023
Q4 | $12.4M | Sell |
162,427
-13,416
| -8% | -$1.02M | 1.02% | 24 |
|
|
2023
Q3 | $12.2M | Sell |
175,843
-2,396
| -1% | -$166K | 1.07% | 23 |
|
|
2023
Q2 | $16.8M | Sell |
178,239
-2,835
| -2% | -$267K | 1.39% | 17 |
|
|
2023
Q1 | $15M | Sell |
181,074
-1,247
| -0.7% | -$103K | 1.32% | 18 |
|
|
2022
Q4 | $13.6M | Sell |
182,321
-1,280
| -0.7% | -$95.5K | 1.23% | 20 |
|
|
2022
Q3 | $15.2M | Sell |
183,601
-1,640
| -0.9% | -$136K | 1.44% | 14 |
|
|
2022
Q2 | $17.6M | Sell |
185,241
-6,650
| -3% | -$632K | 1.55% | 14 |
|
|
2022
Q1 | $22.6M | Sell |
191,891
-1,718
| -0.9% | -$202K | 1.65% | 10 |
|
|
2021
Q4 | $25.1M | Sell |
193,609
-1,960
| -1% | -$254K | 1.73% | 9 |
|
|
2021
Q3 | $22.1M | Sell |
195,569
-984
| -0.5% | -$111K | 1.68% | 11 |
|
|
2021
Q2 | $20.4M | Sell |
196,553
-5,580
| -3% | -$578K | 1.55% | 12 |
|
|
2021
Q1 | $16.9M | Buy |
202,133
+80
| +0% | +$6.69K | 1.38% | 17 |
|
|
2020
Q4 | $18.4M | Buy |
202,053
+723
| +0.4% | +$66K | 1.61% | 12 |
|
|
2020
Q3 | $16.1M | Sell |
201,330
-3,408
| -2% | -$272K | 1.6% | 14 |
|
|
2020
Q2 | $14.1M | Sell |
204,738
-2,091
| -1% | -$145K | 1.55% | 15 |
|
|
2020
Q1 | $13M | Sell |
206,829
-7,563
| -4% | -$476K | 1.71% | 11 |
|
|
2019
Q4 | $16.7M | Sell |
214,392
-1,275
| -0.6% | -$99.1K | 1.68% | 11 |
|
|
2019
Q3 | $15.8M | Sell |
215,667
-12,090
| -5% | -$886K | 1.73% | 11 |
|
|
2019
Q2 | $14M | Sell |
227,757
-6,960
| -3% | -$429K | 1.52% | 17 |
|
|
2019
Q1 | $15M | Sell |
234,717
-18,366
| -7% | -$1.17M | 1.64% | 13 |
|
|
2018
Q4 | $12.9M | Sell |
253,083
-4,707
| -2% | -$240K | 1.58% | 13 |
|
|
2018
Q3 | $15M | Buy |
257,790
+1,875
| +0.7% | +$109K | 1.48% | 14 |
|
|
2018
Q2 | $12.4M | Buy |
255,915
+22,053
| +9% | +$1.07M | 1.28% | 21 |
|
|
2018
Q1 | $10.9M | Sell |
233,862
-2,973
| -1% | -$138K | 1.11% | 28 |
|
|
2017
Q4 | $8.9M | Buy |
236,835
+50,685
| +27% | +$1.9M | 0.89% | 37 |
|
|
2017
Q3 | $6.78M | Buy |
186,150
+20,610
| +12% | +$751K | 0.71% | 45 |
|
|
2017
Q2 | $6.52M | Buy |
165,540
+18,705
| +13% | +$737K | 0.72% | 48 |
|
|
2017
Q1 | $4.6M | Buy |
146,835
+104,661
| +248% | +$3.28M | 0.53% | 58 |
|
|
2016
Q4 | $1.32M | Buy |
+42,174
| New | +$1.32M | 0.16% | 102 |
|