Rothschild Investment LLC’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 | $1.03M | Buy |
13,171
+22
| +0.2% | +$1.72K | 0.06% | 218 |
|
|
2025
Q1 | $953K | Buy |
13,149
+168
| +1% | +$12.2K | 0.06% | 233 |
|
|
2024
Q4 | $961K | Buy |
12,981
+263
| +2% | +$19.5K | 0.06% | 242 |
|
|
2024
Q3 | $839K | Buy |
12,718
+89
| +0.7% | +$5.87K | 0.06% | 256 |
|
|
2024
Q2 | $1.17M | Sell |
12,629
-190
| -1% | -$17.6K | 0.08% | 207 |
|
|
2024
Q1 | $1.22M | Buy |
12,819
+183
| +1% | +$17.5K | 0.09% | 200 |
|
|
2023
Q4 | $963K | Sell |
12,636
-1,658
| -12% | -$126K | 0.08% | 195 |
|
|
2023
Q3 | $990K | Sell |
14,294
-968
| -6% | -$67K | 0.08% | 212 |
|
|
2023
Q2 | $1.44M | Buy |
15,262
+423
| +3% | +$39.9K | 0.12% | 165 |
|
|
2023
Q1 | $1.23M | Buy |
14,839
+5
| +0% | +$414 | 0.11% | 187 |
|
|
2022
Q4 | $1.11M | Sell |
14,834
-880
| -6% | -$65.7K | 0.1% | 193 |
|
|
2022
Q3 | $1.3M | Hold |
15,714
| – | – | 0.13% | 165 |
|
|
2022
Q2 | $1.49M | Sell |
15,714
-80
| -0.5% | -$7.61K | 0.14% | 157 |
|
|
2022
Q1 | $1.86M | Sell |
15,794
-105
| -0.7% | -$12.4K | 0.15% | 148 |
|
|
2021
Q4 | $2.06M | Sell |
15,899
-150
| -0.9% | -$19.4K | 0.16% | 133 |
|
|
2021
Q3 | $1.82M | Buy |
16,049
+75
| +0.5% | +$8.49K | 0.15% | 140 |
|
|
2021
Q2 | $1.65M | Buy |
15,974
+403
| +3% | +$41.7K | 0.13% | 159 |
|
|
2021
Q1 | $1.3M | Buy |
15,571
+1,207
| +8% | +$101K | 0.11% | 181 |
|
|
2020
Q4 | $1.31M | Hold |
14,364
| – | – | 0.13% | 160 |
|
|
2020
Q3 | $1.15M | Buy |
14,364
+1,500
| +12% | +$120K | 0.12% | 154 |
|
|
2020
Q2 | $889K | Buy |
12,864
+900
| +8% | +$62.2K | 0.11% | 174 |
|
|
2020
Q1 | $752K | Buy |
11,964
+138
| +1% | +$8.67K | 0.1% | 194 |
|
|
2019
Q4 | $920K | Hold |
11,826
| – | – | 0.09% | 211 |
|
|
2019
Q3 | $867K | Buy |
11,826
+930
| +9% | +$68.2K | 0.1% | 181 |
|
|
2019
Q2 | $671K | Hold |
10,896
| – | – | 0.08% | 212 |
|
|
2019
Q1 | $695K | Hold |
10,896
| – | – | 0.08% | 208 |
|
|
2018
Q4 | $556K | Hold |
10,896
| – | – | 0.07% | 222 |
|
|
2018
Q3 | $632K | Hold |
10,896
| – | – | 0.07% | 217 |
|
|
2018
Q2 | $529K | Hold |
10,896
| – | – | 0.07% | 230 |
|
|
2018
Q1 | $507K | Sell |
10,896
-1,260
| -10% | -$58.6K | 0.06% | 238 |
|
|
2017
Q4 | $457K | Hold |
12,156
| – | – | 0.05% | 283 |
|
|
2017
Q3 | $443K | Hold |
12,156
| – | – | 0.05% | 292 |
|
|
2017
Q2 | $479K | Hold |
12,156
| – | – | 0.05% | 289 |
|
|
2017
Q1 | $381K | Sell |
12,156
-144
| -1% | -$4.51K | 0.04% | 314 |
|
|
2016
Q4 | $384K | Hold |
12,300
| – | – | 0.05% | 306 |
|
|
2016
Q3 | $494K | Hold |
12,300
| – | – | 0.06% | 266 |
|
|
2016
Q2 | $409K | Sell |
12,300
-12
| -0.1% | -$399 | 0.05% | 294 |
|
|
2016
Q1 | $362K | Hold |
12,312
| – | – | 0.05% | 313 |
|
|
2015
Q4 | $324K | Hold |
12,312
| – | – | 0.04% | 338 |
|
|
2015
Q3 | $292K | Hold |
12,312
| – | – | 0.04% | 360 |
|
|
2015
Q2 | $292K | Hold |
12,312
| – | – | 0.03% | 392 |
|
|
2015
Q1 | $292K | Hold |
12,312
| – | – | 0.03% | 393 |
|
|
2014
Q4 | $261K | Buy |
+12,312
| New | +$261K | 0.03% | 404 |
|