Wendell David Associates’s Edwards Lifesciences EW Stock Holding History

Wendell David Associates’s Portfolio EW Stock Details EW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$831K	Sell	10,620 -7,275	-41%	-$569K	0.08%	99
2025 Q1	$1.3M	Sell	17,895 -900	-5%	-$65.2K	0.13%	84
2024 Q4	$1.39M	Sell	18,795 -4,880	-21%	-$361K	0.14%	79
2024 Q3	$1.56M	Sell	23,675 -7,610	-24%	-$502K	0.15%	77
2024 Q2	$2.89M	Sell	31,285 -1,600	-5%	-$148K	0.29%	62
2024 Q1	$3.14M	Sell	32,885 -1,245	-4%	-$119K	0.32%	61
2023 Q4	$2.6M	Sell	34,130 -3,525	-9%	-$269K	0.28%	66
2023 Q3	$2.61M	Sell	37,655 -1,090	-3%	-$75.5K	0.31%	65
2023 Q2	$3.66M	Sell	38,745 -15,830	-29%	-$1.49M	0.41%	58
2023 Q1	$4.52M	Sell	54,575 -10,325	-16%	-$854K	0.54%	49
2022 Q4	$4.84M	Sell	64,900 -6,060	-9%	-$452K	0.6%	48
2022 Q3	$5.86M	Sell	70,960 -360	-0.5%	-$29.7K	0.79%	38
2022 Q2	$6.78M	Sell	71,320 -205	-0.3%	-$19.5K	0.86%	35
2022 Q1	$8.42M	Sell	71,525 -1,225	-2%	-$144K	0.94%	33
2021 Q4	$9.43M	Buy	72,750 +2,425	+3%	+$314K	0.95%	32
2021 Q3	$7.96M	Buy	70,325 +1,200	+2%	+$136K	0.89%	33
2021 Q2	$7.16M	Buy	69,125 +4,375	+7%	+$453K	0.8%	36
2021 Q1	$5.42M	Buy	64,750 +2,705	+4%	+$226K	0.65%	40
2020 Q4	$5.66M	Buy	62,045 +4,610	+8%	+$421K	0.69%	37
2020 Q3	$4.58M	Buy	57,435 +13,685	+31%	+$1.09M	0.61%	40
2020 Q2	$3.02M	Buy	43,750 +6,250	+17%	+$432K	0.44%	54
2020 Q1	$2.36M	Buy	37,500 +675	+2%	+$42.4K	0.4%	59
2019 Q4	$2.86M	Buy	36,825 +360	+1%	+$28K	0.39%	61
2019 Q3	$2.67M	Buy	36,465 +165	+0.5%	+$12.1K	0.39%	61
2019 Q2	$2.24M	Buy	36,300 +621	+2%	+$38.2K	0.34%	66
2019 Q1	$2.28M	Buy	35,679 +1,269	+4%	+$80.9K	0.35%	66
2018 Q4	$1.76M	Buy	34,410 +4,365	+15%	+$223K	0.32%	72
2018 Q3	$1.74M	Buy	30,045 +1,401	+5%	+$81.3K	0.27%	78
2018 Q2	$1.39M	Buy	28,644 +1,089	+4%	+$52.8K	0.24%	82
2018 Q1	$1.28M	Buy	27,555 +7,905	+40%	+$367K	0.23%	86
2017 Q4	$738K	Buy	19,650 +4,575	+30%	+$172K	0.13%	108
2017 Q3	$549K	Buy	15,075 +7,065	+88%	+$257K	0.1%	118
2017 Q2	$316K	Buy	+8,010	New	+$316K	0.06%	128