SVB Wealth’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 | $308K | Sell |
3,938
-347
| -8% | -$27.1K | 0.02% | 360 |
|
|
2025
Q1 | $311K | Sell |
4,285
-101
| -2% | -$7.32K | 0.01% | 257 |
|
|
2024
Q4 | $325K | Buy |
+4,386
| New | +$325K | 0.01% | 534 |
|
|
2024
Q3 | – | Sell |
-4,692
| Closed | -$433K | – | 204 |
|
|
2024
Q2 | $433K | Sell |
4,692
-1,442
| -24% | -$133K | 0.01% | 454 |
|
|
2024
Q1 | $586K | Buy |
6,134
+75
| +1% | +$7.17K | 0.01% | 442 |
|
|
2023
Q4 | $462K | Buy |
6,059
+1,150
| +23% | +$87.7K | 0.01% | 494 |
|
|
2023
Q3 | $340K | Sell |
4,909
-1,089
| -18% | -$75.4K | 0.01% | 577 |
|
|
2023
Q2 | $566K | Sell |
5,998
-1,311
| -18% | -$124K | 0.01% | 454 |
|
|
2023
Q1 | $605K | Sell |
7,309
-647
| -8% | -$53.5K | 0.01% | 494 |
|
|
2022
Q4 | $594K | Buy |
7,956
+309
| +4% | +$23.1K | 0.01% | 516 |
|
|
2022
Q3 | $632K | Buy |
7,647
+3,411
| +81% | +$282K | 0.01% | 473 |
|
|
2022
Q2 | $403K | Sell |
4,236
-338
| -7% | -$32.2K | 0.01% | 487 |
|
|
2022
Q1 | $538K | Sell |
4,574
-100
| -2% | -$11.8K | 0.01% | 442 |
|
|
2021
Q4 | $606K | Sell |
4,674
-2,092
| -31% | -$271K | 0.01% | 403 |
|
|
2021
Q3 | $766K | Buy |
6,766
+1,362
| +25% | +$154K | 0.01% | 460 |
|
|
2021
Q2 | $560K | Buy |
5,404
+535
| +11% | +$55.4K | 0.01% | 548 |
|
|
2021
Q1 | $407K | Buy |
4,869
+140
| +3% | +$11.7K | 0.01% | 577 |
|
|
2020
Q4 | $431K | Sell |
4,729
-396
| -8% | -$36.1K | 0.01% | 513 |
|
|
2020
Q3 | $410K | Buy |
5,125
+357
| +7% | +$28.6K | 0.01% | 456 |
|
|
2020
Q2 | $330K | Buy |
4,768
+166
| +4% | +$11.5K | 0.01% | 440 |
|
|
2020
Q1 | $289K | Sell |
4,602
-231
| -5% | -$14.5K | 0.01% | 398 |
|
|
2019
Q4 | $376K | Buy |
4,833
+1,146
| +31% | +$89.2K | 0.01% | 465 |
|
|
2019
Q3 | $270K | Sell |
3,687
-588
| -14% | -$43.1K | 0.01% | 448 |
|
|
2019
Q2 | $263K | Hold |
4,275
| – | – | 0.01% | 458 |
|
|
2019
Q1 | $273K | Buy |
4,275
+354
| +9% | +$22.6K | 0.01% | 349 |
|
|
2018
Q4 | $200K | Sell |
3,921
-1,095
| -22% | -$55.9K | 0.01% | 383 |
|
|
2018
Q3 | $291K | Buy |
5,016
+600
| +14% | +$34.8K | 0.01% | 373 |
|
|
2018
Q2 | $214K | Hold |
4,416
| – | – | 0.01% | 411 |
|
|
2018
Q1 | $205K | Buy |
+4,416
| New | +$205K | 0.01% | 429 |
|