TIA
Trust Investment Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,683
| Closed | -$865K | – | 125 |
|
|
2024
Q4 | $865K | Sell |
11,683
-559
| -5% | -$41.4K | 0.55% | 55 |
|
|
2024
Q3 | $808K | Sell |
12,242
-1,555
| -11% | -$103K | 0.51% | 66 |
|
|
2024
Q2 | $1.27M | Buy |
13,797
+2,217
| +19% | +$205K | 0.81% | 42 |
|
|
2024
Q1 | $1.11M | Sell |
11,580
-21
| -0.2% | -$2.01K | 0.8% | 51 |
|
|
2023
Q4 | $885K | Buy |
11,601
+14
| +0.1% | +$1.07K | 0.69% | 55 |
|
|
2023
Q3 | $803K | Sell |
11,587
-236
| -2% | -$16.4K | 0.69% | 56 |
|
|
2023
Q2 | $1.12M | Buy |
11,823
+463
| +4% | +$43.7K | 0.9% | 47 |
|
|
2023
Q1 | $940K | Sell |
11,360
-83
| -0.7% | -$6.87K | 0.84% | 50 |
|
|
2022
Q4 | $854K | Sell |
11,443
-579
| -5% | -$43.2K | 0.81% | 51 |
|
|
2022
Q3 | $993K | Sell |
12,022
-69
| -0.6% | -$5.7K | 1.04% | 43 |
|
|
2022
Q2 | $1.15M | Sell |
12,091
-1,400
| -10% | -$133K | 1.1% | 38 |
|
|
2022
Q1 | $1.59M | Buy |
13,491
+29
| +0.2% | +$3.41K | 1.29% | 23 |
|
|
2021
Q4 | $1.74M | Sell |
13,462
-100
| -0.7% | -$13K | 1.37% | 18 |
|
|
2021
Q3 | $1.54M | Sell |
13,562
-262
| -2% | -$29.7K | 1.37% | 19 |
|
|
2021
Q2 | $1.43M | Buy |
13,824
+733
| +6% | +$75.9K | 1.27% | 25 |
|
|
2021
Q1 | $1.1M | Sell |
13,091
-571
| -4% | -$47.8K | 1.07% | 37 |
|
|
2020
Q4 | $1.25M | Sell |
13,662
-313
| -2% | -$28.5K | 1.26% | 28 |
|
|
2020
Q3 | $1.12M | Buy |
13,975
+75
| +0.5% | +$5.98K | 1.29% | 24 |
|
|
2020
Q2 | $961K | Buy |
13,900
+9,310
| +203% | +$644K | 1.23% | 26 |
|
|
2020
Q1 | $866K | Sell |
4,590
-150
| -3% | -$28.3K | 1.43% | 20 |
|
|
2019
Q4 | $1.11M | Sell |
4,740
-25
| -0.5% | -$5.83K | 1.38% | 25 |
|
|
2019
Q3 | $1.05M | Hold |
4,765
| – | – | 1.36% | 27 |
|
|
2019
Q2 | $880K | Sell |
4,765
-700
| -13% | -$129K | 1.11% | 40 |
|
|
2019
Q1 | $1.05M | Sell |
5,465
-900
| -14% | -$172K | 1.23% | 30 |
|
|
2018
Q4 | $975K | Hold |
6,365
| – | – | 1.23% | 30 |
|
|
2018
Q3 | $1.11M | Buy |
6,365
+200
| +3% | +$34.8K | 1.14% | 39 |
|
|
2018
Q2 | $897K | Buy |
6,165
+100
| +2% | +$14.6K | 0.99% | 49 |
|
|
2018
Q1 | $846K | Sell |
6,065
-400
| -6% | -$55.8K | 0.97% | 51 |
|
|
2017
Q4 | $729K | Buy |
6,465
+60
| +0.9% | +$6.77K | 0.81% | 54 |
|
|
2017
Q3 | $700K | Sell |
6,405
-600
| -9% | -$65.6K | 0.79% | 56 |
|
|
2017
Q2 | $828K | Buy |
7,005
+200
| +3% | +$23.6K | 0.89% | 54 |
|
|
2017
Q1 | $640K | Buy |
6,805
+1,025
| +18% | +$96.4K | 0.69% | 61 |
|
|
2016
Q4 | $542K | Buy |
+5,780
| New | +$542K | 0.61% | 64 |
|