Sequoia Financial Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.83M | Buy |
35,328
+1,948
| +6% | +$161K | 0.02% | 478 |
|
|
2025
Q4 | $2.85M | Buy |
33,380
+3,143
| +10% | +$258K | 0.02% | 468 |
|
|
2025
Q3 | $2.35M | Buy |
30,237
+3,776
| +14% | +$295K | 0.01% | 473 |
|
|
2025
Q2 | $2.07M | Buy |
26,461
+2,966
| +13% | +$221K | 0.01% | 461 |
|
|
2025
Q1 | $1.7M | Buy |
23,495
+15,417
| +191% | +$1.1M | 0.01% | 474 |
|
|
2024
Q4 | $598K | Buy |
8,078
+1,176
| +17% | +$82.3K | 0.01% | 744 |
|
|
2024
Q3 | $455K | Sell |
6,902
-1,949
| -22% | -$142K | ﹤0.01% | 788 |
|
|
2024
Q2 | $818K | Sell |
8,851
-2,695
| -23% | -$239K | 0.01% | 538 |
|
|
2024
Q1 | $1.1M | Sell |
11,546
-2,212
| -16% | -$186K | 0.01% | 450 |
|
|
2023
Q4 | $1.05M | Buy |
13,758
+4,095
| +42% | +$285K | 0.01% | 513 |
|
|
2023
Q3 | $669K | Sell |
9,663
-3,700
| -28% | -$297K | 0.01% | 431 |
|
|
2023
Q2 | $1.26M | Sell |
13,363
-1,400
| -9% | -$122K | 0.02% | 309 |
|
|
2023
Q1 | $1.22M | Buy |
14,763
+1,340
| +10% | +$105K | 0.03% | 280 |
|
|
2022
Q4 | $1M | Buy |
13,423
+5,247
| +64% | +$404K | 0.02% | 291 |
|
|
2022
Q3 | $676K | Sell |
8,176
-481
| -6% | -$46.3K | 0.02% | 248 |
|
|
2022
Q2 | $823K | Sell |
8,657
-524
| -6% | -$54.2K | 0.02% | 251 |
|
|
2022
Q1 | $1.08M | Buy |
9,181
+941
| +11% | +$106K | 0.03% | 249 |
|
|
2021
Q4 | $1.07M | Buy |
+8,240
| New | +$961K | 0.03% | 234 |
|
|
2021
Q3 | – | Sell |
-7,694
| Closed | -$797K | – | 320 |
|
|
2021
Q2 | $797K | Buy |
7,694
+957
| +14% | +$90.2K | 0.03% | 223 |
|
|
2021
Q1 | $563K | Buy |
6,737
+357
| +6% | +$30.2K | 0.02% | 246 |
|
|
2020
Q4 | $582K | Buy |
6,380
+6
| +0.1% | +$498 | 0.03% | 229 |
|
|
2020
Q3 | $509K | Sell |
6,374
-96
| -1% | -$7.49K | 0.03% | 223 |
|
|
2020
Q2 | $447K | Sell |
6,470
-115
| -2% | -$8.17K | 0.03% | 231 |
|
|
2020
Q1 | $414K | Sell |
6,585
-48
| -0.7% | -$3.46K | 0.03% | 218 |
|
|
2019
Q4 | $516K | Buy |
6,633
+429
| +7% | +$33.5K | 0.03% | 214 |
|
|
2019
Q3 | $455K | Buy |
6,204
+294
| +5% | +$20.7K | 0.03% | 206 |
|
|
2019
Q2 | $364K | Buy |
5,910
+1,734
| +42% | +$105K | 0.03% | 250 |
|
|
2019
Q1 | $266K | Buy |
+4,176
| New | +$238K | 0.02% | 293 |
|
Other funds holding EW
VCM
VPM
