SFFS
Stonehage Fleming Financial Services’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
+17,080
| New | +$1.34M | 0.04% | 52 |
|
|
2025
Q1 | – | Sell |
-2,202,161
| Closed | -$163M | – | 211 |
|
|
2024
Q4 | $163M | Sell |
2,202,161
-77,640
| -3% | -$5.75M | 4.56% | 11 |
|
|
2024
Q3 | $150M | Sell |
2,279,801
-23,139
| -1% | -$1.53M | 3.97% | 12 |
|
|
2024
Q2 | $213M | Buy |
+2,302,940
| New | +$213M | 5.68% | 5 |
|
|
2024
Q1 | – | Sell |
-2,298,940
| Closed | -$175M | – | 205 |
|
|
2023
Q4 | $175M | Buy |
2,298,940
+1,917,239
| +502% | +$146M | 5.13% | 8 |
|
|
2023
Q3 | $26.5M | Sell |
381,701
-829,811
| -68% | -$57.7M | 2.35% | 16 |
|
|
2023
Q2 | $114M | Buy |
+1,211,512
| New | +$114M | 4.17% | 9 |
|
|
2022
Q3 | – | Sell |
-653,743
| Closed | -$62.2M | – | 215 |
|
|
2022
Q2 | $62.2M | Buy |
653,743
+140,066
| +27% | +$13.3M | 2.49% | 18 |
|
|
2022
Q1 | $60.4M | Buy |
+513,677
| New | +$60.4M | 1.87% | 23 |
|
|
2021
Q4 | – | Sell |
-1,072,893
| Closed | -$121M | – | 229 |
|
|
2021
Q3 | $121M | Sell |
1,072,893
-1,106
| -0.1% | -$125K | 3.58% | 12 |
|
|
2021
Q2 | $111M | Buy |
1,073,999
+8,248
| +0.8% | +$854K | 3.25% | 12 |
|
|
2021
Q1 | $89.1M | Buy |
1,065,751
+123,915
| +13% | +$10.4M | 2.97% | 12 |
|
|
2020
Q4 | $85.8M | Buy |
+941,836
| New | +$85.8M | 2.89% | 14 |
|
|
2020
Q3 | – | Sell |
-630,254
| Closed | -$43.5M | – | 170 |
|
|
2020
Q2 | $43.5M | Buy |
630,254
+556,869
| +759% | +$38.4M | 2.95% | 15 |
|
|
2020
Q1 | $13.9M | Buy |
+73,385
| New | +$13.9M | 0.69% | 22 |
|
|
2019
Q4 | – | Sell |
-7,649
| Closed | -$1.68M | – | 193 |
|
|
2019
Q3 | $1.68M | Hold |
7,649
| – | – | 0.08% | 43 |
|
|
2019
Q2 | $1.42M | Buy |
+7,649
| New | +$1.42M | 0.07% | 51 |
|
|
2017
Q4 | – | Sell |
-8,184
| Closed | -$894K | – | 236 |
|
|
2017
Q3 | $894K | Hold |
8,184
| – | – | 0.04% | 102 |
|
|
2017
Q2 | $968K | Hold |
8,184
| – | – | 0.06% | 88 |
|
|
2017
Q1 | $770K | Buy |
+8,184
| New | +$770K | 0.05% | 130 |
|
|
2016
Q4 | – | Sell |
-7,568
| Closed | -$912K | – | 307 |
|
|
2016
Q3 | $912K | Hold |
7,568
| – | – | 0.05% | 117 |
|
|
2016
Q2 | $755K | Sell |
7,568
-388
| -5% | -$38.7K | 0.05% | 122 |
|
|
2016
Q1 | $702K | Buy |
+7,956
| New | +$702K | 0.05% | 119 |
|