WhitTier Trust Company’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $75.1K | Buy |
960
+15
| +2% | +$1.17K | ﹤0.01% | 689 |
|
2025
Q1 | $68.5K | Buy |
945
+25
| +3% | +$1.81K | ﹤0.01% | 696 |
|
2024
Q4 | $68.1K | Sell |
920
-11
| -1% | -$814 | ﹤0.01% | 678 |
|
2024
Q3 | $61.4K | Sell |
931
-623
| -40% | -$41.1K | ﹤0.01% | 709 |
|
2024
Q2 | $144K | Sell |
1,554
-484
| -24% | -$44.7K | ﹤0.01% | 511 |
|
2024
Q1 | $195K | Buy |
2,038
+558
| +38% | +$53.3K | 0.01% | 474 |
|
2023
Q4 | $113K | Sell |
1,480
-231
| -14% | -$17.6K | ﹤0.01% | 547 |
|
2023
Q3 | $119K | Hold |
1,711
| – | – | ﹤0.01% | 519 |
|
2023
Q2 | $161K | Buy |
1,711
+180
| +12% | +$17K | 0.01% | 491 |
|
2023
Q1 | $127K | Buy |
1,531
+395
| +35% | +$32.7K | ﹤0.01% | 520 |
|
2022
Q4 | $84.8K | Sell |
1,136
-138
| -11% | -$10.3K | ﹤0.01% | 581 |
|
2022
Q3 | $105K | Buy |
1,274
+995
| +357% | +$82K | ﹤0.01% | 547 |
|
2022
Q2 | $27K | Buy |
279
+6
| +2% | +$581 | ﹤0.01% | 770 |
|
2022
Q1 | $32K | Hold |
273
| – | – | ﹤0.01% | 737 |
|
2021
Q4 | $35K | Sell |
273
-288
| -51% | -$36.9K | ﹤0.01% | 725 |
|
2021
Q3 | $64K | Buy |
+561
| New | +$64K | ﹤0.01% | 634 |
|
2021
Q2 | – | Sell |
-561
| Closed | -$47K | – | 1002 |
|
2021
Q1 | $47K | Sell |
561
-144
| -20% | -$12.1K | ﹤0.01% | 650 |
|
2020
Q4 | $64K | Sell |
705
-396
| -36% | -$35.9K | ﹤0.01% | 581 |
|
2020
Q3 | $88K | Hold |
1,101
| – | – | 0.01% | 519 |
|
2020
Q2 | $76K | Hold |
1,101
| – | – | ﹤0.01% | 520 |
|
2020
Q1 | $69K | Buy |
1,101
+396
| +56% | +$24.8K | 0.01% | 512 |
|
2019
Q4 | $55K | Hold |
705
| – | – | ﹤0.01% | 580 |
|
2019
Q3 | $52K | Hold |
705
| – | – | ﹤0.01% | 589 |
|
2019
Q2 | $43K | Hold |
705
| – | – | ﹤0.01% | 610 |
|
2019
Q1 | $45K | Hold |
705
| – | – | ﹤0.01% | 601 |
|
2018
Q4 | $36K | Buy |
705
+231
| +49% | +$11.8K | ﹤0.01% | 625 |
|
2018
Q3 | $28K | Hold |
474
| – | – | ﹤0.01% | 694 |
|
2018
Q2 | $23K | Hold |
474
| – | – | ﹤0.01% | 734 |
|
2018
Q1 | $22K | Hold |
474
| – | – | ﹤0.01% | 746 |
|
2017
Q4 | $18K | Hold |
474
| – | – | ﹤0.01% | 731 |
|
2017
Q3 | $17K | Buy |
+474
| New | +$17K | ﹤0.01% | 721 |
|