Rehmann Capital Advisory Group’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 | – | Sell |
-6,298
| Closed | -$456K | – | 620 |
|
2025
Q1 | $456K | Sell |
6,298
-19
| -0.3% | -$1.38K | 0.03% | 377 |
|
2024
Q4 | $468K | Sell |
6,317
-629
| -9% | -$46.6K | 0.03% | 370 |
|
2024
Q3 | $458K | Sell |
6,946
-904
| -12% | -$59.7K | 0.03% | 361 |
|
2024
Q2 | $725K | Sell |
7,850
-221
| -3% | -$20.4K | 0.05% | 254 |
|
2024
Q1 | $771K | Sell |
8,071
-112
| -1% | -$10.7K | 0.06% | 236 |
|
2023
Q4 | $624K | Sell |
8,183
-875
| -10% | -$66.7K | 0.05% | 264 |
|
2023
Q3 | $628K | Buy |
+9,058
| New | +$628K | 0.06% | 256 |
|
2023
Q2 | – | Sell |
-9,940
| Closed | -$822K | – | 557 |
|
2023
Q1 | $822K | Sell |
9,940
-114
| -1% | -$9.43K | 0.08% | 219 |
|
2022
Q4 | $750K | Buy |
10,054
+313
| +3% | +$23.4K | 0.08% | 223 |
|
2022
Q3 | $805K | Buy |
9,741
+106
| +1% | +$8.76K | 0.09% | 196 |
|
2022
Q2 | $916K | Buy |
9,635
+564
| +6% | +$53.6K | 0.1% | 172 |
|
2022
Q1 | $1.07M | Buy |
9,071
+46
| +0.5% | +$5.42K | 0.1% | 179 |
|
2021
Q4 | $1.17M | Sell |
9,025
-867
| -9% | -$112K | 0.11% | 174 |
|
2021
Q3 | $1.12M | Sell |
9,892
-151
| -2% | -$17.1K | 0.11% | 173 |
|
2021
Q2 | $1.04M | Buy |
10,043
+90
| +0.9% | +$9.32K | 0.1% | 175 |
|
2021
Q1 | $832K | Buy |
9,953
+245
| +3% | +$20.5K | 0.09% | 198 |
|
2020
Q4 | $886K | Sell |
9,708
-36
| -0.4% | -$3.28K | 0.1% | 172 |
|
2020
Q3 | $778K | Buy |
9,744
+17
| +0.2% | +$1.36K | 0.1% | 178 |
|
2020
Q2 | $672K | Buy |
9,727
+217
| +2% | +$15K | 0.09% | 187 |
|
2020
Q1 | $598K | Buy |
+9,510
| New | +$598K | 0.1% | 173 |
|
2019
Q3 | $672K | Sell |
9,171
-51
| -0.6% | -$3.74K | 0.08% | 133 |
|
2019
Q2 | $568K | Sell |
9,222
-54
| -0.6% | -$3.33K | 0.07% | 226 |
|
2019
Q1 | $592K | Buy |
9,276
+48
| +0.5% | +$3.06K | 0.08% | 192 |
|
2018
Q4 | $471K | Buy |
9,228
+18
| +0.2% | +$919 | 0.07% | 141 |
|
2018
Q3 | $534K | Buy |
9,210
+15
| +0.2% | +$870 | 0.07% | 206 |
|
2018
Q2 | $446K | Sell |
9,195
-96
| -1% | -$4.66K | 0.06% | 228 |
|
2018
Q1 | $432K | Hold |
9,291
| – | – | 0.07% | 214 |
|
2017
Q4 | $349K | Buy |
9,291
+294
| +3% | +$11K | 0.06% | 251 |
|
2017
Q3 | $328K | Buy |
8,997
+2,328
| +35% | +$84.9K | 0.06% | 244 |
|
2017
Q2 | $263K | Sell |
6,669
-3,510
| -34% | -$138K | 0.05% | 286 |
|
2017
Q1 | $319K | Buy |
10,179
+165
| +2% | +$5.17K | 0.05% | 258 |
|
2016
Q4 | $313K | Buy |
10,014
+1,308
| +15% | +$40.9K | 0.06% | 260 |
|
2016
Q3 | $350K | Buy |
8,706
+927
| +12% | +$37.3K | 0.07% | 227 |
|
2016
Q2 | $259K | Sell |
7,779
-261
| -3% | -$8.69K | 0.05% | 290 |
|
2016
Q1 | $236K | Sell |
8,040
-384
| -5% | -$11.3K | 0.05% | 295 |
|
2015
Q4 | $222K | Buy |
+8,424
| New | +$222K | 0.05% | 305 |
|