YHB Investment Advisors’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 |
-2,799
| Closed | -$207K | – | 294 |
|
|
2024
Q4 | $207K | Sell |
2,799
-470
| -14% | -$34.8K | 0.02% | 275 |
|
|
2024
Q3 | $216K | Sell |
3,269
-935
| -22% | -$61.7K | 0.02% | 276 |
|
|
2024
Q2 | $388K | Sell |
4,204
-260
| -6% | -$24K | 0.03% | 219 |
|
|
2024
Q1 | $427K | Sell |
4,464
-3,845
| -46% | -$367K | 0.04% | 208 |
|
|
2023
Q4 | $634K | Sell |
8,309
-26,688
| -76% | -$2.03M | 0.06% | 169 |
|
|
2023
Q3 | $2.42M | Sell |
34,997
-546
| -2% | -$37.8K | 0.22% | 103 |
|
|
2023
Q2 | $3.35M | Sell |
35,543
-1,974
| -5% | -$186K | 0.31% | 87 |
|
|
2023
Q1 | $3.1M | Sell |
37,517
-2,549
| -6% | -$211K | 0.31% | 87 |
|
|
2022
Q4 | $2.99M | Sell |
40,066
-1,123
| -3% | -$83.8K | 0.32% | 86 |
|
|
2022
Q3 | $3.4M | Sell |
41,189
-138
| -0.3% | -$11.4K | 0.38% | 72 |
|
|
2022
Q2 | $3.93M | Sell |
41,327
-419
| -1% | -$39.8K | 0.41% | 70 |
|
|
2022
Q1 | $4.91M | Sell |
41,746
-2,921
| -7% | -$344K | 0.43% | 65 |
|
|
2021
Q4 | $5.79M | Buy |
44,667
+669
| +2% | +$86.7K | 0.46% | 58 |
|
|
2021
Q3 | $4.98M | Buy |
43,998
+438
| +1% | +$49.6K | 0.43% | 63 |
|
|
2021
Q2 | $4.51M | Buy |
43,560
+589
| +1% | +$61K | 0.38% | 69 |
|
|
2021
Q1 | $3.83M | Buy |
42,971
+2,520
| +6% | +$224K | 0.33% | 80 |
|
|
2020
Q4 | $3.69M | Buy |
40,451
+1,287
| +3% | +$117K | 0.35% | 73 |
|
|
2020
Q3 | $3.13M | Sell |
39,164
-7,256
| -16% | -$579K | 0.34% | 74 |
|
|
2020
Q2 | $3.21M | Buy |
46,420
+1,717
| +4% | +$119K | 0.46% | 57 |
|
|
2020
Q1 | $2.81M | Buy |
44,703
+5,085
| +13% | +$320K | 0.48% | 56 |
|
|
2019
Q4 | $3.08M | Buy |
39,618
+2,214
| +6% | +$172K | 0.44% | 66 |
|
|
2019
Q3 | $2.74M | Buy |
37,404
+6,171
| +20% | +$452K | 0.42% | 71 |
|
|
2019
Q2 | $1.92M | Buy |
31,233
+1,599
| +5% | +$98.5K | 0.31% | 86 |
|
|
2019
Q1 | $1.89M | Buy |
29,634
+25,710
| +655% | +$1.64M | 0.3% | 89 |
|
|
2018
Q4 | $200K | Buy |
+3,924
| New | +$200K | 0.04% | 177 |
|