ZWJ Investment Counsel’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 | $341K | Hold |
4,364
| – | – | 0.01% | 166 |
|
|
2025
Q1 | $316K | Hold |
4,364
| – | – | 0.01% | 177 |
|
|
2024
Q4 | $323K | Hold |
4,364
| – | – | 0.01% | 181 |
|
|
2024
Q3 | $288K | Hold |
4,364
| – | – | 0.01% | 187 |
|
|
2024
Q2 | $403K | Hold |
4,364
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $417K | Buy |
+4,364
| New | +$417K | 0.02% | 165 |
|
|
2020
Q2 | – | Sell |
-5,163
| Closed | -$325K | – | 158 |
|
|
2020
Q1 | $325K | Buy |
+5,163
| New | +$325K | 0.03% | 166 |
|
|
2018
Q1 | – | Sell |
-28,614
| Closed | -$1.08M | – | 202 |
|
|
2017
Q4 | $1.08M | Sell |
28,614
-753
| -3% | -$28.3K | 0.09% | 106 |
|
|
2017
Q3 | $1.07M | Sell |
29,367
-5,148
| -15% | -$188K | 0.08% | 104 |
|
|
2017
Q2 | $1.36M | Hold |
34,515
| – | – | 0.11% | 95 |
|
|
2017
Q1 | $1.08M | Buy |
+34,515
| New | +$1.08M | 0.09% | 109 |
|