Simon Quick Advisors’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 | $377K | Buy |
+4,825
| New | +$377K | 0.02% | 527 |
|
|
2022
Q2 | – | Sell |
-1,175
| Closed | -$138K | – | 253 |
|
|
2022
Q1 | $138K | Buy |
1,175
+440
| +60% | +$51.7K | 0.04% | 123 |
|
|
2021
Q4 | $95K | Sell |
735
-1,099
| -60% | -$142K | 0.03% | 165 |
|
|
2021
Q3 | $207K | Buy |
1,834
+1,099
| +150% | +$124K | 0.05% | 119 |
|
|
2021
Q2 | $76K | Hold |
735
| – | – | 0.02% | 180 |
|
|
2021
Q1 | $61K | Hold |
735
| – | – | 0.02% | 210 |
|
|
2020
Q4 | $67K | Sell |
735
-1,476
| -67% | -$135K | 0.02% | 173 |
|
|
2020
Q3 | $176K | Buy |
2,211
+348
| +19% | +$27.7K | 0.05% | 92 |
|
|
2020
Q2 | $129K | Buy |
1,863
+75
| +4% | +$5.19K | 0.05% | 107 |
|
|
2020
Q1 | $112K | Buy |
1,788
+39
| +2% | +$2.44K | 0.04% | 112 |
|
|
2019
Q4 | $136K | Buy |
1,749
+714
| +69% | +$55.5K | 0.05% | 117 |
|
|
2019
Q3 | $76K | Buy |
1,035
+612
| +145% | +$44.9K | 0.03% | 137 |
|
|
2019
Q2 | $26K | Sell |
423
-1,002
| -70% | -$61.7K | 0.01% | 161 |
|
|
2019
Q1 | $91K | Hold |
1,425
| – | – | 0.04% | 127 |
|
|
2018
Q4 | $73K | Buy |
1,425
+600
| +73% | +$30.7K | 0.03% | 142 |
|
|
2018
Q3 | $48K | Sell |
825
-450
| -35% | -$26.2K | 0.02% | 177 |
|
|
2018
Q2 | $61K | Sell |
1,275
-1,275
| -50% | -$61K | 0.03% | 157 |
|
|
2018
Q1 | $119K | Buy |
2,550
+975
| +62% | +$45.5K | 0.05% | 122 |
|
|
2017
Q4 | $66K | Hold |
1,575
| – | – | 0.03% | 194 |
|
|
2017
Q3 | $57K | Buy |
+1,575
| New | +$57K | 0.02% | 253 |
|