TAM
Trust Asset Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Hold |
6,825
| – | – | 0.04% | 136 |
|
|
2025
Q1 | $495K | Sell |
6,825
-372
| -5% | -$27K | 0.04% | 136 |
|
|
2024
Q4 | $533K | Hold |
7,197
| – | – | 0.04% | 134 |
|
|
2024
Q3 | $475K | Hold |
7,197
| – | – | 0.04% | 143 |
|
|
2024
Q2 | $665K | Hold |
7,197
| – | – | 0.06% | 111 |
|
|
2024
Q1 | $688K | Hold |
7,197
| – | – | 0.06% | 111 |
|
|
2023
Q4 | $549K | Hold |
7,197
| – | – | 0.05% | 121 |
|
|
2023
Q3 | $499K | Hold |
7,197
| – | – | 0.05% | 116 |
|
|
2023
Q2 | $679K | Hold |
7,197
| – | – | 0.07% | 98 |
|
|
2023
Q1 | $595K | Buy |
7,197
+212
| +3% | +$17.5K | 0.07% | 99 |
|
|
2022
Q4 | $521K | Hold |
6,985
| – | – | 0.06% | 109 |
|
|
2022
Q3 | $577K | Buy |
6,985
+474
| +7% | +$39.2K | 0.08% | 96 |
|
|
2022
Q2 | $619K | Buy |
6,511
+229
| +4% | +$21.8K | 0.09% | 92 |
|
|
2022
Q1 | $740K | Buy |
6,282
+231
| +4% | +$27.2K | 0.09% | 87 |
|
|
2021
Q4 | $784K | Hold |
6,051
| – | – | 0.1% | 88 |
|
|
2021
Q3 | $685K | Sell |
6,051
-241
| -4% | -$27.3K | 0.09% | 93 |
|
|
2021
Q2 | $652K | Buy |
6,292
+622
| +11% | +$64.5K | 0.09% | 90 |
|
|
2021
Q1 | $474K | Buy |
5,670
+889
| +19% | +$74.3K | 0.06% | 105 |
|
|
2020
Q4 | $436K | Buy |
4,781
+979
| +26% | +$89.3K | 0.07% | 93 |
|
|
2020
Q3 | $303K | Buy |
+3,802
| New | +$303K | 0.05% | 86 |
|