WCM
Whitener Capital Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
9,348
-125
| -1% | -$9.78K | 0.19% | 84 |
|
|
2025
Q1 | $687K | Sell |
9,473
-225
| -2% | -$16.3K | 0.19% | 87 |
|
|
2024
Q4 | $718K | Sell |
9,698
-725
| -7% | -$53.7K | 0.2% | 86 |
|
|
2024
Q3 | $688K | Sell |
10,423
-2,325
| -18% | -$153K | 0.2% | 91 |
|
|
2024
Q2 | $1.18M | Sell |
12,748
-175
| -1% | -$16.2K | 0.36% | 59 |
|
|
2024
Q1 | $1.23M | Sell |
12,923
-267
| -2% | -$25.5K | 0.4% | 55 |
|
|
2023
Q4 | $1.01M | Sell |
13,190
-1,126
| -8% | -$85.9K | 0.36% | 57 |
|
|
2023
Q3 | $992K | Sell |
14,316
-510
| -3% | -$35.3K | 0.4% | 56 |
|
|
2023
Q2 | $1.4M | Sell |
14,826
-410
| -3% | -$38.7K | 0.54% | 47 |
|
|
2023
Q1 | $1.26M | Sell |
15,236
-2,393
| -14% | -$198K | 0.53% | 48 |
|
|
2022
Q4 | $1.32M | Sell |
17,629
-200
| -1% | -$14.9K | 0.57% | 47 |
|
|
2022
Q3 | $1.47M | Sell |
17,829
-947
| -5% | -$78.2K | 0.7% | 40 |
|
|
2022
Q2 | $1.79M | Sell |
18,776
-200
| -1% | -$19K | 0.8% | 35 |
|
|
2022
Q1 | $2.23M | Sell |
18,976
-895
| -5% | -$105K | 0.84% | 28 |
|
|
2021
Q4 | $2.57M | Sell |
19,871
-394
| -2% | -$51K | 0.92% | 29 |
|
|
2021
Q3 | $1.85M | Buy |
20,265
+150
| +0.7% | +$13.7K | 0.85% | 28 |
|
|
2021
Q2 | $2.08M | Sell |
20,115
-125
| -0.6% | -$12.9K | 0.83% | 32 |
|
|
2021
Q1 | $1.69M | Sell |
20,240
-25
| -0.1% | -$2.09K | 0.73% | 36 |
|
|
2020
Q4 | $1.85M | Sell |
20,265
-3,895
| -16% | -$355K | 0.85% | 28 |
|
|
2020
Q3 | $1.93M | Sell |
24,160
-1,070
| -4% | -$85.4K | 0.93% | 28 |
|
|
2020
Q2 | $1.74M | Buy |
25,230
+16,920
| +204% | +$1.17M | 0.91% | 28 |
|
|
2020
Q1 | $1.57M | Buy |
8,310
+75
| +0.9% | +$14.1K | 1.01% | 27 |
|
|
2019
Q4 | $1.92M | Buy |
8,235
+565
| +7% | +$132K | 1% | 24 |
|
|
2019
Q3 | $1.69M | Sell |
7,670
-10
| -0.1% | -$2.2K | 0.93% | 26 |
|
|
2019
Q2 | $1.42M | Buy |
7,680
+940
| +14% | +$174K | 0.81% | 31 |
|
|
2019
Q1 | $1.29M | Sell |
6,740
-1,100
| -14% | -$210K | 0.84% | 30 |
|
|
2018
Q4 | $1.2M | Buy |
7,840
+1,550
| +25% | +$237K | 0.88% | 29 |
|
|
2018
Q3 | $1.1M | Sell |
6,290
-65
| -1% | -$11.3K | 0.72% | 33 |
|
|
2018
Q2 | $925K | Sell |
6,355
-50
| -0.8% | -$7.28K | 0.73% | 36 |
|
|
2018
Q1 | $893K | Buy |
6,405
+25
| +0.4% | +$3.49K | 0.68% | 36 |
|
|
2017
Q4 | $719K | Buy |
+6,380
| New | +$719K | 0.62% | 45 |
|