Shelton Capital Management’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 | $258K | Hold |
3,301
| – | – | 0.01% | 552 |
|
|
2025
Q1 | $239K | Sell |
3,301
-102
| -3% | -$7.39K | 0.01% | 575 |
|
|
2024
Q4 | $252K | Sell |
3,403
-186
| -5% | -$13.8K | 0.01% | 577 |
|
|
2024
Q3 | $237K | Hold |
3,589
| – | – | 0.01% | 627 |
|
|
2024
Q2 | $332K | Hold |
3,589
| – | – | 0.01% | 441 |
|
|
2024
Q1 | $343K | Hold |
3,589
| – | – | 0.01% | 466 |
|
|
2023
Q4 | $274K | Sell |
3,589
-366
| -9% | -$27.9K | 0.01% | 543 |
|
|
2023
Q3 | $274K | Hold |
3,955
| – | – | 0.01% | 507 |
|
|
2023
Q2 | $373K | Hold |
3,955
| – | – | 0.01% | 390 |
|
|
2023
Q1 | $327K | Hold |
3,955
| – | – | 0.01% | 426 |
|
|
2022
Q4 | $295K | Hold |
3,955
| – | – | 0.03% | 432 |
|
|
2022
Q3 | $327K | Hold |
3,955
| – | – | 0.02% | 405 |
|
|
2022
Q2 | $376K | Hold |
3,955
| – | – | 0.02% | 381 |
|
|
2022
Q1 | $466K | Hold |
3,955
| – | – | 0.02% | 368 |
|
|
2021
Q4 | $512K | Sell |
3,955
-115
| -3% | -$14.9K | 0.02% | 367 |
|
|
2021
Q3 | $461K | Hold |
4,070
| – | – | 0.02% | 375 |
|
|
2021
Q2 | $422K | Hold |
4,070
| – | – | 0.02% | 422 |
|
|
2021
Q1 | $340K | Sell |
4,070
-25,053
| -86% | -$2.09M | 0.01% | 505 |
|
|
2020
Q4 | $2.66M | Hold |
29,123
| – | – | 0.12% | 168 |
|
|
2020
Q3 | $2.33M | Sell |
29,123
-181
| -0.6% | -$14.5K | 0.1% | 232 |
|
|
2020
Q2 | $2.03M | Hold |
29,304
| – | – | 0.11% | 172 |
|
|
2020
Q1 | $1.84M | Buy |
29,304
+21,000
| +253% | +$1.32M | 0.13% | 137 |
|
|
2019
Q4 | $646K | Sell |
8,304
-924
| -10% | -$71.9K | 0.04% | 295 |
|
|
2019
Q3 | $676K | Hold |
9,228
| – | – | 0.04% | 278 |
|
|
2019
Q2 | $568K | Buy |
9,228
+7,461
| +422% | +$459K | 0.03% | 311 |
|
|
2019
Q1 | $3.08K | Sell |
1,767
-7,461
| -81% | -$13K | 0.01% | 712 |
|
|
2018
Q4 | $471K | Hold |
9,228
| – | – | 0.03% | 322 |
|
|
2018
Q3 | $536K | Hold |
9,228
| – | – | 0.03% | 341 |
|
|
2018
Q2 | $448K | Hold |
9,228
| – | – | 0.03% | 385 |
|
|
2018
Q1 | $429K | Hold |
9,228
| – | – | 0.03% | 395 |
|
|
2017
Q4 | $347K | Hold |
9,228
| – | – | 0.02% | 506 |
|
|
2017
Q3 | $336K | Hold |
9,228
| – | – | 0.02% | 505 |
|
|
2017
Q2 | $364K | Sell |
9,228
-300
| -3% | -$11.8K | 0.03% | 474 |
|
|
2017
Q1 | $299K | Sell |
9,528
-420
| -4% | -$13.2K | 0.02% | 570 |
|
|
2016
Q4 | $311K | Buy |
9,948
+300
| +3% | +$9.38K | 0.02% | 591 |
|
|
2016
Q3 | $388K | Sell |
9,648
-15,600
| -62% | -$627K | 0.03% | 466 |
|
|
2016
Q2 | $839K | Sell |
25,248
-6,600
| -21% | -$219K | 0.07% | 226 |
|
|
2016
Q1 | $936K | Buy |
31,848
+12,900
| +68% | +$379K | 0.08% | 204 |
|
|
2015
Q4 | $499K | Sell |
18,948
-1,200
| -6% | -$31.6K | 0.05% | 357 |
|
|
2015
Q3 | $477K | Sell |
20,148
-37,242
| -65% | -$882K | 0.05% | 353 |
|
|
2015
Q2 | $1.36M | Hold |
57,390
| – | – | 0.14% | 139 |
|
|
2015
Q1 | $1.36M | Sell |
57,390
-6,000
| -9% | -$142K | 0.15% | 142 |
|
|
2014
Q4 | $1.35M | Buy |
63,390
+29,442
| +87% | +$625K | 0.16% | 128 |
|
|
2014
Q3 | $578K | Hold |
33,948
| – | – | 0.08% | 288 |
|
|
2014
Q2 | $486K | Hold |
33,948
| – | – | 0.07% | 358 |
|
|
2014
Q1 | $420K | Buy |
+33,948
| New | +$420K | 0.06% | 394 |
|