West Coast Financial’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-133,367
| Closed | -$9.87M | – | 163 |
|
|
2024
Q4 | $9.87M | Sell |
133,367
-9,846
| -7% | -$729K | 1.09% | 26 |
|
|
2024
Q3 | $9.45M | Buy |
143,213
+874
| +0.6% | +$57.7K | 1.04% | 29 |
|
|
2024
Q2 | $13.1M | Sell |
142,339
-609
| -0.4% | -$56.3K | 1.56% | 15 |
|
|
2024
Q1 | $13.7M | Sell |
142,948
-696
| -0.5% | -$66.5K | 1.66% | 14 |
|
|
2023
Q4 | $11M | Buy |
143,644
+15,018
| +12% | +$1.15M | 1.44% | 22 |
|
|
2023
Q3 | $8.91M | Buy |
128,626
+1,609
| +1% | +$111K | 1.33% | 21 |
|
|
2023
Q2 | $12M | Buy |
127,017
+2,730
| +2% | +$258K | 1.69% | 13 |
|
|
2023
Q1 | $10.3M | Buy |
+124,287
| New | +$10.3M | 1.57% | 13 |
|